2023 Form 5500 filing — Illinois Education Association Staff 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 20250415161426NAL0003553457001) for Illinois Education Association Staff Retirement Plan, reported by Illinois Education Association under EIN 37-0343490 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161426NAL0003553457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois Education Association
- EIN
- 37-0343490
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,667,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,667,356
- Employer contributions
- $7,500,000
- Participant contributions
- $295,807
- Total income / additions
- $27,336,059
- Benefits paid
- $8,514,435
- Administrative expenses
- $549,259
- Total expenses
- $9,063,694
- Net increase / (decrease)
- $18,272,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Rps | NONE | $92,152 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $82,500 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $51,027 | not reported in the loaded dataset |
| Bank Of Oklahoma | NONE | $43,753 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $24,920 | not reported in the loaded dataset |
| Thl C/O Estera Trust (Cayman) Ltd | NONE | $20,223 | not reported in the loaded dataset |