2023 Form 5500 filing — Illinois College Of Optometry Master Retirement And Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718122422NAL0003147875001) for Illinois College Of Optometry Master Retirement And Annuity Plan, reported by Illinois College Of Optometry under EIN 36-2310478 and plan number 006. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718122422NAL0003147875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois College Of Optometry
- EIN
- 36-2310478
- Plan number
- 006
- Location
- Chicago, IL
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,590,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,590,207
- Employer contributions
- $1,756,901
- Participant contributions
- $1,343,076
- Total income / additions
- $14,824,421
- Benefits paid
- $3,655,740
- Administrative expenses
- $33,022
- Total expenses
- $3,688,762
- Net increase / (decrease)
- $11,135,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $15,000 | not reported in the loaded dataset |
| Pw Partners LLC | NONE | $11,000 | not reported in the loaded dataset |
| Tiaa | NONE | $2,662 | $0 |