Lurie Children'S Surgical Foundation, Inc. Retirement Plan — Form 5500 plan (Lurie Children'S Surgical Foundation, 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, Lurie Children'S Surgical Foundation, Inc. Retirement Plan is a benefit plan reported by Lurie Children'S Surgical Foundation, Inc. under EIN 83-1650513 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $97,083,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lurie Children'S Surgical Foundation, Inc.
- EIN
- 83-1650513
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $97,083,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241014090423NAL0043936256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,083,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,083,052
- Net assets (BOY)
- $94,677,619
Income & contributions
- Employer contributions
- $3,488,020
- Participant contributions
- $1,993,551
- Total contributions
- $5,522,334
- Total income / additions
- $20,700,483
Expenses & distributions
- Benefits paid
- $18,226,132
- Administrative expenses
- $85,054
- Total expenses
- $18,311,186
- Net increase / (decrease)
- $2,389,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $31,427 | $0 | 2023 |
| Plante & Moran, LLC | NONE | $28,660 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $18,648 | $0 | 2023 |
| Capfinancial Partners LLC | NONE | $5,344 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lurie Children'S Surgical Foundation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fid Inv Inst Ops Co — Schedule C compensation
- Plante & Moran, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation