Safer Foundation 403(B) Savings Plan — Form 5500 plan (Safer Foundation)
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, Safer Foundation 403(B) Savings Plan is a benefit plan reported by Safer Foundation under EIN 36-2762168 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $9,058,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safer Foundation
- EIN
- 36-2762168
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $9,058,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20241015173218NAL0030501329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,058,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,058,908
- Net assets (BOY)
- $8,722,036
Income & contributions
- Employer contributions
- $384,368
- Participant contributions
- $434,654
- Total contributions
- $837,338
- Total income / additions
- $1,956,264
Expenses & distributions
- Benefits paid
- $1,558,104
- Administrative expenses
- $60,499
- Total expenses
- $1,619,392
- Net increase / (decrease)
- $336,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,499 | $0 | 2023 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $20,523 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Safer Foundation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Consulting Group — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation