Norc, Inc. Retirement Plan — Form 5500 plan (Norc, 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, Norc, Inc. Retirement Plan is a benefit plan reported by Norc, Inc. under EIN 36-2167808 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,218 participants and $210,885,458 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$210.9MPlan net assets, end of year$210,885,458
Participants4.2KCovered participants reported4,218
Assets / participant$50KComputed: assets ÷ participants$49,997 (computed)
Provider compensation$167.5K4 Schedule C provider row(s)$167,486
- Plan sponsor
- Norc, Inc.
- EIN
- 36-2167808
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,218 | H, C | 20241009164448NAL0010851555001 |
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)$210.9M total assets
Net assets$210.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $210,885,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,885,458
- Net assets (BOY)
- $175,962,555
Income & contributions
- Employer contributions
- $13,928,573
- Total contributions
- $14,322,950
- Total income / additions
- $42,792,779
Expenses & distributions
- Benefits paid
- $7,702,390
- Administrative expenses
- $167,486
- Total expenses
- $7,869,876
- Net increase / (decrease)
- $34,922,903
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 assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $100,461 | $0 | 2023 |
| Grant Thornton Llp | NONE | $45,150 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors,LLC | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services In | NONE | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Tiaa — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Concurrent Investment Advisors,LLC — Schedule C compensation
- Raymond James Financial Services In — Schedule C compensation