Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc. — Form 5500 plan (Chicago Mercantile Exchange, 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, Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc. is a benefit plan reported by Chicago Mercantile Exchange, Inc. under EIN 36-4340266 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,480 participants and $351,676,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chicago Mercantile Exchange, Inc.
EIN
36-4340266
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
3,480
End-of-year plan assets
$351,676,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,480H, C20241007124319NAL0007576035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$351,676,818
Total liabilities (EOY)
$457,884
Net assets (EOY)
$351,218,934
Net assets (BOY)
$331,840,061

Income & contributions

Employer contributions
$3,000,000
Total contributions
$3,000,000
Total income / additions
$42,784,836

Expenses & distributions

Benefits paid
$22,829,340
Administrative expenses
$576,623
Total expenses
$23,405,963
Net increase / (decrease)
$19,378,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern Trust CompanyNONE$141,843not reported in the loaded dataset2023
Captrust AdvisorsNONE$85,000not reported in the loaded dataset2023
Forvis MazarsNONE$15,700not reported in the loaded dataset2023

Related Form 5500 pages