2023 Form 5500 filing — Mesirow Financial 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 20241015104532NAL0016169427004) for Mesirow Financial Savings Plan, reported by Mesirow Financial Administrative Corporation under EIN 36-3429602 and plan number 003. It reports 840 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)$201MReported net assets$201,041,996

Participants840

Provider compensation$190.8K5 Schedule C row(s)$190,802

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015104532NAL0016169427004
Plan sponsor: Mesirow Financial Administrative Corporation
EIN: 36-3429602
Plan number: 003
Location: Chicago, 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)$201M total assets

Net assets$201MLiabilities—

Money in vs. money out

Total income / additions$41.4M

Total expenses$11.9M

Benefits paid / distributions$11.7M

Contributions

Employer$1.8M

Participant$8.3M

Full reported line items

Total assets (EOY): $201,041,996
Net assets (EOY): $201,041,996
Employer contributions: $1,779,876
Participant contributions: $8,318,562
Total income / additions: $41,382,313
Benefits paid: $11,738,572
Administrative expenses: $171,052
Total expenses: $11,915,409
Net increase / (decrease): $29,466,904

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$125.3K
RECORDKEEPER · Direct $125.3K · Indirect $0
2
Taiber Kosmala & Assoc LLC$45K
INVESTMENT ADVISOR · Direct $45K
3
Mitchell & Titus, Llp$19.8K
ACCOUNTANT/AUDITOR · Direct $19.8K
4
Charles Schwab & Co., Inc.$749
SECURITIES BROKER · Direct $749 · Indirect $0
5
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015104532NAL0016169427004 cover?: It is the 2023 Form 5500 filing for Mesirow Financial Savings Plan, reported by Mesirow Financial Administrative Corporation (EIN 36-3429602).
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).