2023 Form 5500 filing — Lake Forest College Retirement Plan For Faculty And Staff

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 20241015115252NAL0047681456001) for Lake Forest College Retirement Plan For Faculty And Staff, reported by Lake Forest College under EIN 36-2167770 and plan number 001. It reports 858 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)$137MReported net assets$137,003,288
Participants858
Provider compensation$38.4K2 Schedule C row(s)$38,351
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115252NAL0047681456001
Plan sponsor
Lake Forest College
EIN
36-2167770
Plan number
001
Location
Lake Forest, 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)$137M total assets
Net assets$137MLiabilities$0
Money in vs. money out
Total income / additions$20.8M
Total expenses$10M
Benefits paid / distributions$10M
Contributions
Employer$1.6M
Participant$1.7M
Full reported line items
Total assets (EOY)
$137,003,288
Total liabilities (EOY)
$0
Net assets (EOY)
$137,003,288
Employer contributions
$1,576,742
Participant contributions
$1,694,044
Total income / additions
$20,831,474
Benefits paid
$9,973,141
Administrative expenses
$38,351
Total expenses
$10,015,263
Net increase / (decrease)
$10,816,211
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $28.1K
  2. 2
    Tiaa$10.2K
    NONE · Direct $10.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115252NAL0047681456001 cover?
It is the 2023 Form 5500 filing for Lake Forest College Retirement Plan For Faculty And Staff, reported by Lake Forest College (EIN 36-2167770).
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).

Related Form 5500 pages