2023 Form 5500 filing — Henry Crown And Company Pension 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 20240924121726NAL0022885504001) for Henry Crown And Company Pension Plan, reported by Henry Crown & Company S LLC under EIN 36-2123962 and plan number 101. It reports 960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924121726NAL0022885504001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Henry Crown & Company S LLC
- EIN
- 36-2123962
- Plan number
- 101
- Location
- Chicago, IL
- Participants
- 960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,264,199
- Total liabilities (EOY)
- $131,101
- Net assets (EOY)
- $144,133,098
- Total income / additions
- $24,182,743
- Benefits paid
- $8,822,719
- Administrative expenses
- $1,536,500
- Total expenses
- $10,359,219
- Net increase / (decrease)
- $13,823,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Select Equity Group Lp | INVEST ADVISOR | $308,499 | not reported in the loaded dataset |
| Mercer | ACTUARY | $289,002 | not reported in the loaded dataset |
| Silchester International Investors | INVEST ADVISOR | $281,254 | $0 |
| Harris Associates L.P. | INVEST ADVISOR | $209,297 | $18,380 |
| Neuberger Berman, LLC | INVEST ADVISOR | $126,029 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $80,923 | $0 |
| Lyrical Asset Management | INVEST ADVISOR | $74,901 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | AUDITOR | $40,500 | not reported in the loaded dataset |
| Mercer Investments LLC | INVEST ADVISOR | $33,935 | not reported in the loaded dataset |