2023 Form 5500 filing — Loyola University Employees' Retirement 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 20240918111301NAL0004234865001) for Loyola University Employees' Retirement Plan, reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 333. It reports 3,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918111301NAL0004234865001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Loyola University Of Chicago Attn Benefits Department
- EIN
- 36-1408475
- Plan number
- 333
- Location
- Chicago, IL
- Participants
- 3,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,003,350
- Total liabilities (EOY)
- $383,593
- Net assets (EOY)
- $157,619,757
- Employer contributions
- $8,400,000
- Total income / additions
- $23,348,012
- Benefits paid
- $16,403,014
- Administrative expenses
- $2,657,902
- Total expenses
- $19,060,916
- Net increase / (decrease)
- $4,287,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $245,194 | not reported in the loaded dataset |
| Loyola University Of Chicago | PLAN SPONSOR | $206,932 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $107,067 | not reported in the loaded dataset |
| Cambridge Associates | NONE | $100,000 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $80,218 | $0 |
| Legacy Professionals Llp | NONE | $36,706 | not reported in the loaded dataset |
| Boston Partners | NONE | $24,682 | $0 |
| Income Research & Management | NONE | $23,343 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $22,504 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | NONE | $5,195 | not reported in the loaded dataset |