2023 Form 5500 filing — The Art Institute Of Chicago Pension 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 20241009145026NAL0018574577001) for The Art Institute Of Chicago Pension Plan, reported by The Art Institute Of Chicago under EIN 36-2167725 and plan number 001. It reports 906 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)$122.2MReported net assets$122,159,879
Participants906
Provider compensation$589.9K9 Schedule C row(s)$589,928
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009145026NAL0018574577001
Plan sponsor
The Art Institute Of Chicago
EIN
36-2167725
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
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)$122.4M total assets
Net assets$122.2MLiabilities$234.2K
Money in vs. money out
Total income / additions$16.8M
Total expenses$11.6M
Benefits paid / distributions$10.2M
Contributions
Employer$2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$122,394,076
Total liabilities (EOY)
$234,197
Net assets (EOY)
$122,159,879
Employer contributions
$2,000,000
Total income / additions
$16,847,393
Benefits paid
$10,248,211
Administrative expenses
$1,309,328
Total expenses
$11,557,539
Net increase / (decrease)
$5,289,854

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers Watson Us LLCNONE$202,659not reported in the loaded dataset
Jp Morgan Investment Mgt, IncNONE$89,809not reported in the loaded dataset
Wellington Trust CompanyNONE$89,497$0
Monticello Associates, Inc.NONE$52,500not reported in the loaded dataset
Eagle Capital Management, LLCNONE$46,441$0
Northern Trust CompanyNONE$45,413$0
Grant Thornton LlpNONE$24,200not reported in the loaded dataset
Jp Morgan Chase Bank, N.A.NONE$20,130not reported in the loaded dataset
Northern Trust Investments IncNONE$19,279not reported in the loaded dataset

Related Form 5500 pages