2023 Form 5500 filing — Unilock Retirement Plan And Trust (Chicago)
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 20241015112109NAL0014472883001) for Unilock Retirement Plan And Trust (Chicago), reported by Unilock Chicago, Inc. under EIN 36-3480878 and plan number 001. It reports 204 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)$35MReported net assets$34,960,937
Participants204
Provider compensation$52.3K3 Schedule C row(s)$52,286
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015112109NAL0014472883001
- Plan sponsor
- Unilock Chicago, Inc.
- EIN
- 36-3480878
- Plan number
- 001
- Location
- Aurora, 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)$35M total assets
Net assets$35MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,960,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,960,937
- Employer contributions
- $1,466,976
- Participant contributions
- $1,361,474
- Total income / additions
- $7,351,157
- Benefits paid
- $805,246
- Administrative expenses
- $44,839
- Total expenses
- $850,085
- Net increase / (decrease)
- $6,501,072
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,440 | $0 |
| Lawley Retirement Advisors | INVESTMENT ADVISORY | $18,825 | $185 |
| Actuarial Benefits Corp. | OTHER SERVICES | $0 | $8,836 |