Chicago Mercantile Exchange, Inc. 401(K) Savings Plan — 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, Chicago Mercantile Exchange, Inc. 401(K) Savings Plan is a benefit plan reported by Chicago Mercantile Exchange, Inc. under EIN 36-4340266 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,829 participants and $932,324,496 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
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,829
- End-of-year plan assets
- $932,324,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,829 | H, C | 20241007124209NAL0007574467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $932,324,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $932,324,496
- Net assets (BOY)
- $790,637,949
Income & contributions
- Employer contributions
- $9,230,824
- Participant contributions
- $33,779,543
- Total contributions
- $45,262,837
- Total income / additions
- $218,954,252
Expenses & distributions
- Benefits paid
- $76,704,575
- Administrative expenses
- $558,068
- Total expenses
- $77,267,705
- Net increase / (decrease)
- $141,686,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Op Co LLC | NONE | $229,919 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $124,293 | not reported in the loaded dataset | 2023 |
| Financial Engines | NONE | $109,351 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Edelman Financial Engines, LLC | NONE | $18,567 | not reported in the loaded dataset | 2023 |
| Forvis Mazars | NONE | $15,200 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Wealth Advisors, LLC | NONE | $7,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chicago Mercantile Exchange, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fidelity Investments Inst Op Co LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Financial Engines — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- Forvis Mazars — Schedule C compensation
- Forvis Mazars Wealth Advisors, LLC — Schedule C compensation