2023 Form 5500 filing — Loyola University Chicago Defined Contribution 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 20240918112629NAL0002530595001) for Loyola University Chicago Defined Contribution Retirement Plan, reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 002. It reports 8,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918112629NAL0002530595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loyola University Of Chicago Attn Benefits Department
- EIN
- 36-1408475
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 8,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,125,507,717
- Net assets (EOY)
- $1,125,507,717
- Employer contributions
- $24,083,518
- Participant contributions
- $24,069,787
- Total income / additions
- $211,014,612
- Benefits paid
- $83,555,055
- Administrative expenses
- $408,010
- Total expenses
- $84,170,515
- Net increase / (decrease)
- $126,844,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPING | $468,017 | $0 |
| Teachers Insurance & Annuity Assoc | RECORDKEEPING | $24,199 | $0 |