2023 Form 5500 filing — Hektoen Institute For Medical Research L.L.C. Defined Contribution 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 20250227155805NAL0002358321001) for Hektoen Institute For Medical Research L.L.C. Defined Contribution Retirement Plan, reported by Hektoen Institute For Medical Research, L.L.C. under EIN 36-2244897 and plan number 001. It reports 481 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)$42.1MReported net assets$42,116,159

Participants481

Provider compensation$9001 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250227155805NAL0002358321001
Plan sponsor: Hektoen Institute For Medical Research, L.L.C.
EIN: 36-2244897
Plan number: 001
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)$42.1M total assets

Net assets$42.1MLiabilities$0

Money in vs. money out

Total income / additions$7.1M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$402.7K

Participant$603.8K

Full reported line items

Total assets (EOY): $42,116,159
Total liabilities (EOY): $0
Net assets (EOY): $42,116,159
Employer contributions: $402,713
Participant contributions: $603,806
Total income / additions: $7,087,073
Benefits paid: $2,143,168
Administrative expenses: $900
Total expenses: $2,144,068
Net increase / (decrease): $4,943,005

Schedule C

Reported service provider compensation

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

1
Tiaa$900
NONE KNOWN · Direct $900 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250227155805NAL0002358321001 cover?: It is the 2023 Form 5500 filing for Hektoen Institute For Medical Research L.L.C. Defined Contribution Retirement Plan, reported by Hektoen Institute For Medical Research, L.L.C. (EIN 36-2244897).
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).