2023 Form 5500 filing — Chicago Zoological Society Retirement 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 20241008143620NAL0009785107001) for Chicago Zoological Society Retirement Savings Plan, reported by Chicago Zoological Society under EIN 36-2167016 and plan number 002. It reports 715 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)$76.4MReported net assets$76,426,553
Participants715
Provider compensation$96.2K2 Schedule C row(s)$96,194
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008143620NAL0009785107001
Plan sponsor
Chicago Zoological Society
EIN
36-2167016
Plan number
002
Location
Brookfield, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$76.4M total assets
Net assets$76.4MLiabilities$0
Money in vs. money out
Total income / additions$16.6M
Total expenses$5.6M
Benefits paid / distributions$5.5M
Contributions
Employer$631.1K
Participant$2.6M
Full reported line items
Total assets (EOY)
$76,426,553
Total liabilities (EOY)
$0
Net assets (EOY)
$76,426,553
Employer contributions
$631,112
Participant contributions
$2,589,814
Total income / additions
$16,558,341
Benefits paid
$5,465,036
Administrative expenses
$96,194
Total expenses
$5,568,438
Net increase / (decrease)
$10,989,903
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $87.7K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $8.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008143620NAL0009785107001 cover?
It is the 2023 Form 5500 filing for Chicago Zoological Society Retirement Savings Plan, reported by Chicago Zoological Society (EIN 36-2167016).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages