Unilock Retirement Plan And Trust (Chicago) — Form 5500 plan (Unilock Chicago, 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, Unilock Retirement Plan And Trust (Chicago) is a benefit plan reported by Unilock Chicago, Inc. under EIN 36-3480878 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $34,960,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unilock Chicago, Inc.
EIN
36-3480878
Plan number
001
Plan type
2
Location
Aurora, IL
Latest filing year
2023
Participants
204
End-of-year plan assets
$34,960,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015112109NAL0014472883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,960,937
Total liabilities (EOY)
$0
Net assets (EOY)
$34,960,937
Net assets (BOY)
$28,562,786

Income & contributions

Employer contributions
$1,466,976
Participant contributions
$1,361,474
Total contributions
$2,870,503
Total income / additions
$7,351,157

Expenses & distributions

Benefits paid
$805,246
Administrative expenses
$44,839
Total expenses
$850,085
Net increase / (decrease)
$6,501,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$24,440$02023
Lawley Retirement AdvisorsINVESTMENT ADVISORY$18,825$1852023
Actuarial Benefits Corp.OTHER SERVICES$0$8,8362023

Related Form 5500 pages