Federation Employees' Retirement Income Plan — Form 5500 plan (Jewish United Fund Of Metropolitan 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, Federation Employees' Retirement Income Plan is a benefit plan reported by Jewish United Fund Of Metropolitan Chicago under EIN 36-2167034 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,374 participants and $103,135,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jewish United Fund Of Metropolitan Chicago
- EIN
- 36-2167034
- Plan number
- 009
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,374
- End-of-year plan assets
- $103,135,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,374 | H, C | 20241017092609NAL0063496802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,135,683
- Total liabilities (EOY)
- $185,864
- Net assets (EOY)
- $102,949,819
- Net assets (BOY)
- $92,952,707
Income & contributions
- Employer contributions
- $4,830,452
- Total contributions
- $4,830,452
- Total income / additions
- $17,606,498
Expenses & distributions
- Benefits paid
- $7,018,620
- Administrative expenses
- $590,766
- Total expenses
- $7,609,386
- Net increase / (decrease)
- $9,997,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $215,835 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | NONE | $155,317 | not reported in the loaded dataset | 2023 |
| Peter Chiswick | EMPLOYEE | $56,737 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | NONE | $26,838 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $20,360 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jewish United Fund Of Metropolitan Chicago
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Aon Consulting — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Peter Chiswick — Schedule C compensation
- Bmo Harris Bank N.A. — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation