University Club Of Chicago Cash Balance Plan — Form 5500 plan (University Club Of Chicago)
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, University Club Of Chicago Cash Balance Plan is a benefit plan reported by University Club Of Chicago under EIN 36-1901470 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $4,673,674 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.7MPlan net assets, end of year$4,673,674
Participants110Covered participants reported
Assets / participant$42.5KComputed: assets ÷ participants$42,488 (computed)
Provider compensation$93.4K3 Schedule C provider row(s)$93,355
- Plan sponsor
- University Club Of Chicago
- EIN
- 36-1901470
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241008084147NAL0028182992001 |
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,673,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,673,674
- Net assets (BOY)
- $4,590,667
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $587,775
Expenses & distributions
- Benefits paid
- $401,509
- Administrative expenses
- $103,259
- Total expenses
- $504,768
- Net increase / (decrease)
- $83,007
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $64,065 | not reported in the loaded dataset | 2023 |
| Seldon Fox, Ltd | NONE | $20,404 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Svcs. | NONE | $8,886 | $0 | 2023 |