Loyola University Chicago Defined Contribution Retirement Plan — Form 5500 plan (Loyola University Of Chicago Attn Benefits Department)
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, Loyola University Chicago Defined Contribution Retirement Plan is a benefit plan reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,415 participants and $1,125,507,717 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.1BPlan net assets, end of year$1,125,507,717
Participants8.4KCovered participants reported8,415
Assets / participant$133.8KComputed: assets ÷ participants$133,750 (computed)
Provider compensation$492.2K2 Schedule C provider row(s)$492,216
- Plan sponsor
- Loyola University Of Chicago Attn Benefits Department
- EIN
- 36-1408475
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,415 | H, C | 20240918112629NAL0002530595001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.1B total assets
Net assets$1.1BLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $1,125,507,717
- Net assets (EOY)
- $1,125,507,717
- Net assets (BOY)
- $998,663,620
Income & contributions
- Employer contributions
- $24,083,518
- Participant contributions
- $24,069,787
- Total contributions
- $58,256,194
- Total income / additions
- $211,014,612
Expenses & distributions
- Benefits paid
- $83,555,055
- Administrative expenses
- $408,010
- Total expenses
- $84,170,515
- Net increase / (decrease)
- $126,844,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPING | $468,017 | $0 | 2023 |
| Teachers Insurance & Annuity Assoc | RECORDKEEPING | $24,199 | $0 | 2023 |