2023 Form 5500 filing — Madison Dearborn Partners LLC Savings Incentive 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 20241002105358NAL0016375794001) for Madison Dearborn Partners LLC Savings Incentive Plan, reported by Madison Dearborn Partners LLC under EIN 36-4264559 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105358NAL0016375794001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Madison Dearborn Partners LLC
- EIN
- 36-4264559
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,109,932
- Net assets (EOY)
- $93,109,932
- Employer contributions
- $1,478,630
- Participant contributions
- $2,030,813
- Total income / additions
- $19,827,793
- Benefits paid
- $1,418,112
- Administrative expenses
- $94,528
- Total expenses
- $1,525,401
- Net increase / (decrease)
- $18,302,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Faircourt Partners LLC | NONE | $55,242 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $38,731 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |