2023 Form 5500 filing — Search 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 20250409031503NAL0029918352001) for Search Retirement Plan, reported by Search, Inc. under EIN 23-7058758 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409031503NAL0029918352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Search, Inc.
- EIN
- 23-7058758
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,827,509
- Net assets (EOY)
- $12,827,509
- Employer contributions
- $1,126,378
- Participant contributions
- $311,341
- Total income / additions
- $2,482,194
- Benefits paid
- $1,635,520
- Administrative expenses
- $53,542
- Total expenses
- $1,696,039
- Net increase / (decrease)
- $786,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,479 | $0 |
| The Benefits Consulting Group, Inc | CONTRACT ADMINISTRATOR | $11,900 | $4,863 |
| Miller Cooper And Co | ACCOUNTANT | $14,050 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,044 | $0 |
| Morningstar Investment Management L | INV ADV. PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |