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Companies

companyJohn D. & Catherine T. Macarthur Foundation
$160.1Mreported plan assets
EIN: 23-7093598Location: ILPlans: 3Participants: 809Latest: 2023
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Plans

planJohn D. & Catherine T. Macarthur Foundation Retirement PlanFinancial statementProvider compensation2023 filing
$116.7Mreported assets (EOY)
Sponsor: John D. & Catherine T. Macarthur FoundationEIN: 23-7093598Plan: 001Participants: 283Assets: $116,660,451Net assets: $116.7MAssets / participant: $412.2KLocation: Chicago, ILLatest: 2023
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planSection 403(B) Plan Of The John D. And Catherine T. Macarthur FoundationFinancial statementProvider compensation2023 filing
$43.4Mreported assets (EOY)
Sponsor: John D. & Catherine T. Macarthur FoundationEIN: 23-7093598Plan: 002Participants: 243Assets: $43,391,440Net assets: $43.4MAssets / participant: $178.6KLocation: Chicago, ILLatest: 2023
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planJohn D And Catherine T Macarthur Foundation Health & Welfare Plan2023 filing
Sponsor: John D And Catherine T Macarthur FoundationEIN: 23-7093598Plan: 504Participants: 283Assets: not reported in the loaded datasetLocation: Chicago, ILLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — John D. & Catherine T. Macarthur Foundation Retirement Plan
Sponsor: John D. & Catherine T. Macarthur FoundationEIN: 23-7093598Plan: 001Ack ID: 20241011120416NAL0012459779001
filing2023 Form 5500 — Section 403(B) Plan Of The John D. And Catherine T. Macarthur Foundation
Sponsor: John D. & Catherine T. Macarthur FoundationEIN: 23-7093598Plan: 002Ack ID: 20241011120027NAL0044218210001
filing2023 Form 5500 — John D And Catherine T Macarthur Foundation Health & Welfare Plan
Sponsor: John D And Catherine T Macarthur FoundationEIN: 23-7093598Plan: 504Ack ID: 20240731093837NAL0022011281001