2023 Form 5500 filing — Navy Pier, Inc. 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 20240930131107NAL0002635763001) for Navy Pier, Inc. 401(K) Plan, reported by Navy Pier, Inc. under EIN 27-4813461 and plan number 002. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930131107NAL0002635763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Navy Pier, Inc.
- EIN
- 27-4813461
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,739,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,739,148
- Employer contributions
- $402,782
- Participant contributions
- $534,570
- Total income / additions
- $2,356,802
- Benefits paid
- $317,921
- Administrative expenses
- $59,010
- Total expenses
- $372,782
- Net increase / (decrease)
- $1,984,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,287 | $0 |
| Wintrust Investments LLC | ADVISOR | $23,773 | not reported in the loaded dataset |