Chapman And Cutler Llp Retirement Plan — Form 5500 plan (Chapman And Cutler Llp)
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, Chapman And Cutler Llp Retirement Plan is a benefit plan reported by Chapman And Cutler Llp under EIN 36-2153731 and plan number 003. The latest loaded filing year is 2023. The filing reports 439 participants and $197,973,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman And Cutler Llp
- EIN
- 36-2153731
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $197,973,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241008084604NAL0016348241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $197,973,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,973,369
- Net assets (BOY)
- $178,747,303
Income & contributions
- Employer contributions
- $7,290,979
- Total contributions
- $7,290,979
- Total income / additions
- $38,181,898
Expenses & distributions
- Benefits paid
- $18,860,003
- Administrative expenses
- $95,829
- Total expenses
- $18,955,832
- Net increase / (decrease)
- $19,226,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $33,844 | not reported in the loaded dataset | 2023 |
| Madison Wealth Management | NONE | $21,378 | not reported in the loaded dataset | 2023 |
| Verhulst Wealth Management | NONE | $12,805 | not reported in the loaded dataset | 2023 |
| Smedley Financial Services, Inc. | NONE | $11,904 | not reported in the loaded dataset | 2023 |
| Cibc Private Wealth Advisors Inc. | NONE | $10,638 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chapman And Cutler Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Madison Wealth Management — Schedule C compensation
- Verhulst Wealth Management — Schedule C compensation
- Smedley Financial Services, Inc. — Schedule C compensation
- Cibc Private Wealth Advisors Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation