Search Retirement Plan — Form 5500 plan (Search, Inc.)
Plain-English plan 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, Search Retirement Plan is a benefit plan reported by Search, Inc. under EIN 23-7058758 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $12,827,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Search, Inc.
- EIN
- 23-7058758
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $12,827,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20250409031503NAL0029918352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,827,509
- Net assets (EOY)
- $12,827,509
- Net assets (BOY)
- $12,041,354
Income & contributions
- Employer contributions
- $1,126,378
- Participant contributions
- $311,341
- Total contributions
- $1,438,853
- Total income / additions
- $2,482,194
Expenses & distributions
- Benefits paid
- $1,635,520
- Administrative expenses
- $53,542
- Total expenses
- $1,696,039
- Net increase / (decrease)
- $786,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,479 | $0 | 2023 |
| The Benefits Consulting Group, Inc | CONTRACT ADMINISTRATOR | $11,900 | $4,863 | 2023 |
| Miller Cooper And Co | ACCOUNTANT | $14,050 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,044 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Search, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- The Benefits Consulting Group, Inc — Schedule C compensation
- Miller Cooper And Co — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation