2023 Form 5500 filing — Wintrust Financial Corporation Retirement Savings 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 20241003102806NAL0010404161001) for Wintrust Financial Corporation Retirement Savings Plan, reported by Wintrust Financial Corporaton under EIN 36-3873352 and plan number 001. It reports 6,561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003102806NAL0010404161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wintrust Financial Corporaton
- EIN
- 36-3873352
- Plan number
- 001
- Location
- Rosemont, IL
- Participants
- 6,561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $661,378,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $661,378,470
- Employer contributions
- $18,267,545
- Participant contributions
- $46,146,349
- Total income / additions
- $163,836,474
- Benefits paid
- $76,943,271
- Administrative expenses
- $143,188
- Total expenses
- $77,284,575
- Net increase / (decrease)
- $86,551,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plans Srvcs | RETAINED BY EMPLOYER | $84,247 | $0 |
| Empower Annuity Insurance Company | RETAINED BY EMPLOYER | $58,941 | $0 |