2023 Form 5500 filing — Loyola University Chicago Defined Contribution Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918112629NAL0002530595001) for Loyola University Chicago Defined Contribution Retirement Plan, reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 002. It reports 8,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.1BReported net assets$1,125,507,717
Participants8.4K8,415
Provider compensation$492.2K2 Schedule C row(s)$492,216
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918112629NAL0002530595001
- Plan sponsor
- Loyola University Of Chicago Attn Benefits Department
- EIN
- 36-1408475
- Plan number
- 002
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.1B total assets
Net assets$1.1BLiabilities—
Full reported line items
- Total assets (EOY)
- $1,125,507,717
- Net assets (EOY)
- $1,125,507,717
- Employer contributions
- $24,083,518
- Participant contributions
- $24,069,787
- Total income / additions
- $211,014,612
- Benefits paid
- $83,555,055
- Administrative expenses
- $408,010
- Total expenses
- $84,170,515
- Net increase / (decrease)
- $126,844,097
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPING | $468,017 | $0 |
| Teachers Insurance & Annuity Assoc | RECORDKEEPING | $24,199 | $0 |