2023 Form 5500 filing — Sidley Austin Llp Retirement Plan For Partners
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 20241004115917NAL0012191137001) for Sidley Austin Llp Retirement Plan For Partners, reported by Sidley Austin Llp under EIN 36-4474078 and plan number 004. It reports 1,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115917NAL0012191137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sidley Austin Llp
- EIN
- 36-4474078
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 1,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $423,151,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $423,151,030
- Employer contributions
- $13,668,905
- Total income / additions
- $86,061,134
- Benefits paid
- $38,373,102
- Administrative expenses
- $77,805
- Total expenses
- $38,450,907
- Net increase / (decrease)
- $47,610,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Investment Advisers Inc | NONE | $107,170 | $0 |
| Schwab Retirement Plan Services Inc | NONE | $38,855 | $0 |
| William Blair Investment Mgmt | NONE | $31,397 | $0 |
| Kpmg Llp | NONE | $30,000 | $0 |
| Howard Capital Management Inc | NONE | $8,076 | $0 |
| Cerity Partners LLC | NONE | $7,408 | $0 |
| Connectus Wealth LLC | NONE | $6,710 | $0 |
| Mercer Investment Consulting | NONE | $5,593 | $0 |
| Charles Schwab & Co, Inc. | NONE | $1,748 | $0 |