2023 Form 5500 filing — Chapman And Cutler Llp 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 20241008084604NAL0016348241001) for Chapman And Cutler Llp Retirement Plan, reported by Chapman And Cutler Llp under EIN 36-2153731 and plan number 003. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008084604NAL0016348241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapman And Cutler Llp
- EIN
- 36-2153731
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,973,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,973,369
- Employer contributions
- $7,290,979
- Total income / additions
- $38,181,898
- Benefits paid
- $18,860,003
- Administrative expenses
- $95,829
- Total expenses
- $18,955,832
- Net increase / (decrease)
- $19,226,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $33,844 | not reported in the loaded dataset |
| Madison Wealth Management | NONE | $21,378 | not reported in the loaded dataset |
| Verhulst Wealth Management | NONE | $12,805 | not reported in the loaded dataset |
| Smedley Financial Services, Inc. | NONE | $11,904 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors Inc. | NONE | $10,638 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |