2023 Form 5500 filing — Planned Parenthood Of Illinois 401(K) 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 20240927091540NAL0003242336001) for Planned Parenthood Of Illinois 401(K) Plan, reported by Planned Parenthood Of Illinois under EIN 36-2170901 and plan number 003. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927091540NAL0003242336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Of Illinois
- EIN
- 36-2170901
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,025,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,025,134
- Employer contributions
- $333,872
- Participant contributions
- $1,393,832
- Total income / additions
- $3,634,535
- Benefits paid
- $1,234,955
- Administrative expenses
- $86,654
- Total expenses
- $1,321,609
- Net increase / (decrease)
- $2,312,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,037 | $0 |
| Wintrust Investments LLC | INVESTMENT ADVISORY | $32,617 | $9 |