Lincolnwood, IL Form 5500 retirement and benefit plan filings
City Form 5500 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, Lincolnwood, IL has 39 loaded benefit plan(s) reported by 23 plan sponsor(s), with $150,526,432 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $150,526,432
- Total reported liabilities (EOY)
- $212,351
- Total reported net assets (EOY)
- $150,314,081
Contributions & income
- Employer contributions
- $3,638,671
- Participant contributions
- $11,797,572
- Total income / additions
- $36,961,766
Expenses & distributions
- Benefits paid / distributions
- $12,401,435
- Total expenses
- $13,593,002
- Net increase / (decrease)
- $23,368,764
Coverage
- Total reported participants
- 22,017
- Plans with financial statements
- 15
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincolnwood, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ejot Atf, Lp Wellness & Savings Plan | Ejot Atf, Lp | $28,069,469 | 2023 |
| Symphony Multiple Employer Plan | Maestro Consulting Services, LLC | $25,401,864 | 2023 |
| Trim-Tex, Inc. Employees Profit Sharing Plan | Trim-Tex, Inc. | $22,618,600 | 2023 |
| Loeber Motors, Inc. Salary Deferral 401(K) Profit Sharing Plan | Loeber Motors, Inc. | $15,310,623 | 2023 |
| Northside Imports, Inc. 401(K) Plan | Northside Imports, Inc. | $14,516,054 | 2023 |
| Concerto 401(K) Plan | Concerto Renal Services, LLC | $8,860,615 | 2023 |
| Aperion Care 401(K) & Profit Sharing Plan | Aperion Care, Inc. | $7,537,059 | 2023 |
| S.I.R. Management, Inc. Retirement Plan And Trust | S.I.R. Management, Inc. | $7,327,321 | 2023 |
| Damen Healthcare 401(K) Plan | Damen Healthcare Group, LLC | $4,863,660 | 2023 |
| Johnson Goldberg & Brown, Ltd Profit Sharing Plan | Johnson Goldberg & Brown, Ltd | $4,798,241 | 2023 |
| The Airoom Companies, LLC 401(K) Plan | Airoom, LLC | $3,719,235 | 2023 |
| A Schoeneman & Co Inc Profit Sharing Plan | A. Schoeneman & Co., Inc. | $2,612,300 | 2023 |
| Charles R. Gryll, Ltd. Profit Sharing Plan & Trust | Charles R. Gryll, Ltd | $2,379,906 | 2023 |
| Robert A. Motel P.C., Profit Sharing Plan | Robert A. Motel P.C. | $2,252,287 | 2023 |
| Essence Group Inc. 401(K) Plan | Essence Group Inc. | $259,198 | 2023 |
| Arcadia Care Management LLC Health & Welfare Plan | Arcadia Care Management LLC | not reported in the loaded dataset | 2023 |
| Damen Healthcare Group Welfare Benefit Plan | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Benefit Plan Thru Guardian | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Benefit Plan Thru Bcbs | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Benefit Plan Thru Priority Health | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Benefit Plan Thru Reliastar | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Benefit Plan Thru Vsp | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Voluntary Std Benefit Plan Thru American Heritage | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
| Health Insurance Plan | Loeber Motors, Inc | not reported in the loaded dataset | 2023 |
| Omnia Healthcare Group LLC Universal Life Benefit Plan Thru American Heritage | Omnia Healthcare Group LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lincolnwood → · Lincolnwood plans by participants → · Lincolnwood plans with financial data → · Lincolnwood plans with provider compensation → · $1B+ plans in Lincolnwood →
Related Form 5500 pages
- All IL Form 5500 filings
- Ejot Atf, Lp Wellness & Savings Plan (plan 002)
- Ejot Atf, Lp — all reported plans
- Symphony Multiple Employer Plan (plan 002)
- Maestro Consulting Services, LLC — all reported plans
- Trim-Tex, Inc. Employees Profit Sharing Plan (plan 002)
- Trim-Tex, Inc. — all reported plans
- Loeber Motors, Inc. Salary Deferral 401(K) Profit Sharing Plan (plan 001)
- Loeber Motors, Inc. — all reported plans
- Northside Imports, Inc. 401(K) Plan (plan 001)
- Northside Imports, Inc. — all reported plans
- Concerto 401(K) Plan (plan 001)
- Concerto Renal Services, LLC — all reported plans
- Aperion Care 401(K) & Profit Sharing Plan (plan 001)
- Aperion Care, Inc. — all reported plans
- S.I.R. Management, Inc. Retirement Plan And Trust (plan 333)
- S.I.R. Management, Inc. — all reported plans
- Damen Healthcare 401(K) Plan (plan 001)
- Damen Healthcare Group, LLC — all reported plans
- Johnson Goldberg & Brown, Ltd Profit Sharing Plan (plan 001)
- Johnson Goldberg & Brown, Ltd — all reported plans
- The Airoom Companies, LLC 401(K) Plan (plan 001)
- Airoom, LLC — all reported plans
- A Schoeneman & Co Inc Profit Sharing Plan (plan 002)
- A. Schoeneman & Co., Inc. — all reported plans
- Charles R. Gryll, Ltd. Profit Sharing Plan & Trust (plan 001)
- Charles R. Gryll, Ltd — all reported plans
- Robert A. Motel P.C., Profit Sharing Plan (plan 001)
- Robert A. Motel P.C. — all reported plans
- Essence Group Inc. 401(K) Plan (plan 001)
- Essence Group Inc. — all reported plans
- Methodology
- Data sources