2023 Form 5500 filing — University Club Of Chicago 401(K) Savings 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 20241002094104NAL0014695680001) for University Club Of Chicago 401(K) Savings Plan, reported by University Club Of Chicago under EIN 36-1901470 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094104NAL0014695680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Club Of Chicago
- EIN
- 36-1901470
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,130,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,130,408
- Employer contributions
- $425,096
- Participant contributions
- $585,691
- Total income / additions
- $3,221,055
- Benefits paid
- $219,614
- Administrative expenses
- $29,230
- Total expenses
- $248,844
- Net increase / (decrease)
- $2,972,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $17,864 | $0 |
| Embree Financial Group | ADVISOR | $11,366 | not reported in the loaded dataset |