2023 Form 5500 filing — Retirement Plan For Employees Of Fermi Research Alliance, LLC
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 20241011151906NAL0039259088001) for Retirement Plan For Employees Of Fermi Research Alliance, LLC, reported by Fermi Research Alliance, LLC under EIN 57-1239010 and plan number 004. It reports 4,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151906NAL0039259088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fermi Research Alliance, LLC
- EIN
- 57-1239010
- Plan number
- 004
- Location
- Batavia, IL
- Participants
- 4,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $750,948,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $750,948,481
- Employer contributions
- $20,401,973
- Total income / additions
- $123,114,696
- Benefits paid
- $41,386,506
- Administrative expenses
- $74,834
- Total expenses
- $41,461,340
- Net increase / (decrease)
- $81,653,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $74,834 | $0 |
| Cref-Tiaa-Investment Management,LLC | NONE | $0 | $0 |