2023 Form 5500 filing — Chicago White Sox Employee 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 20241002144925NAL0016982370001) for Chicago White Sox Employee Retirement Plan, reported by Chicago White Sox under EIN 36-3106589 and plan number 003. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.9MReported net assets$32,946,643
Participants496
Provider compensation$55.6K1 Schedule C row(s)$55,635
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002144925NAL0016982370001
Plan sponsor
Chicago White Sox
EIN
36-3106589
Plan number
003
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.9M total assets
Net assets$32.9MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$1.5M
Full reported line items
Total assets (EOY)
$32,946,643
Total liabilities (EOY)
$0
Net assets (EOY)
$32,946,643
Participant contributions
$1,521,723
Total income / additions
$7,548,551
Benefits paid
$1,395,951
Administrative expenses
$55,636
Total expenses
$1,451,587
Net increase / (decrease)
$6,096,964

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,635$0

Related Form 5500 pages