Wintrust Financial Corporation Retirement Savings Plan — Form 5500 plan (Wintrust Financial Corporaton)

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, Wintrust Financial Corporation Retirement Savings Plan is a benefit plan reported by Wintrust Financial Corporaton under EIN 36-3873352 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,561 participants and $661,378,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wintrust Financial Corporaton
EIN
36-3873352
Plan number
001
Plan type
2
Location
Rosemont, IL
Latest filing year
2023
Participants
6,561
End-of-year plan assets
$661,378,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,561H, C20241003102806NAL0010404161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$661,378,470
Total liabilities (EOY)
$0
Net assets (EOY)
$661,378,470
Net assets (BOY)
$574,826,571

Income & contributions

Employer contributions
$18,267,545
Participant contributions
$46,146,349
Total contributions
$71,767,390
Total income / additions
$163,836,474

Expenses & distributions

Benefits paid
$76,943,271
Administrative expenses
$143,188
Total expenses
$77,284,575
Net increase / (decrease)
$86,551,899

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plans SrvcsRETAINED BY EMPLOYER$84,247$02023
Empower Annuity Insurance CompanyRETAINED BY EMPLOYER$58,941$02023

Related Form 5500 pages