Plan5500

The Center Bargaining Unit Retirement Plan — Form 5500 plan (Lester And Rosalie Anixter Center)

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, The Center Bargaining Unit Retirement Plan is a benefit plan reported by Lester And Rosalie Anixter Center under EIN 36-2244895 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $4,500,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lester And Rosalie Anixter Center
EIN
36-2244895
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
144
End-of-year plan assets
$4,500,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20250409163214NAL0012341171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,500,252
Total liabilities (EOY)
$0
Net assets (EOY)
$4,500,252
Net assets (BOY)
$4,270,594

Income & contributions

Total contributions
$0
Total income / additions
$522,749

Expenses & distributions

Benefits paid
$272,656
Administrative expenses
$20,435
Total expenses
$293,091
Net increase / (decrease)
$229,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Variable Annuity Life InsuranceUNKNOWN$20,435not reported in the loaded dataset2023

Related Form 5500 pages