The Belt Railway Company Of Chicago 401(K) For Collective Bargaining Employees — Form 5500 plan (The Belt Railway Company Of Chicago)
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, The Belt Railway Company Of Chicago 401(K) For Collective Bargaining Employees is a benefit plan reported by The Belt Railway Company Of Chicago under EIN 36-6000256 and plan number 003. The latest loaded filing year is 2023. The filing reports 414 participants and $19,844,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Belt Railway Company Of Chicago
- EIN
- 36-6000256
- Plan number
- 003
- Plan type
- 2
- Location
- Bedford Park, IL
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $19,844,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20241011094813NAL0010783171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,844,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,844,284
- Net assets (BOY)
- $17,614,675
Income & contributions
- Employer contributions
- $263,856
- Participant contributions
- $1,969,239
- Total contributions
- $2,460,483
- Total income / additions
- $4,722,750
Expenses & distributions
- Benefits paid
- $2,490,741
- Administrative expenses
- $2,400
- Total expenses
- $2,493,141
- Net increase / (decrease)
- $2,229,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,400 | $0 | 2023 |