2023 Form 5500 filing — Norc, Inc. Supplemental 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 20241009165825NAL0018793297001) for Norc, Inc. Supplemental Retirement Plan, reported by Norc, Inc. under EIN 36-2167808 and plan number 004. It reports 3,129 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)$148.2MReported net assets$148,204,221
Participants3.1K3,129
Provider compensation$88.5K2 Schedule C row(s)$88,483
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009165825NAL0018793297001
- Plan sponsor
- Norc, Inc.
- EIN
- 36-2167808
- Plan number
- 004
- 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)$148.2M total assets
Net assets$148.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $148,204,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,204,221
- Participant contributions
- $9,256,260
- Total income / additions
- $31,339,911
- Benefits paid
- $5,423,618
- Administrative expenses
- $92,940
- Total expenses
- $5,516,817
- Net increase / (decrease)
- $25,823,094
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $66,463 | $0 |
| Mercer(Us), Inc | NONE | $22,020 | not reported in the loaded dataset |