2023 Form 5500 filing — Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc.
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 20241007124319NAL0007576035001) for Pension Plan For Employees Of The Chicago Mercantile Exchange, Inc., reported by Chicago Mercantile Exchange, Inc. under EIN 36-4340266 and plan number 001. It reports 3,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124319NAL0007576035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chicago Mercantile Exchange, Inc.
- EIN
- 36-4340266
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 3,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $351,676,818
- Total liabilities (EOY)
- $457,884
- Net assets (EOY)
- $351,218,934
- Employer contributions
- $3,000,000
- Total income / additions
- $42,784,836
- Benefits paid
- $22,829,340
- Administrative expenses
- $576,623
- Total expenses
- $23,405,963
- Net increase / (decrease)
- $19,378,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $141,843 | not reported in the loaded dataset |
| Captrust Advisors | NONE | $85,000 | not reported in the loaded dataset |
| Forvis Mazars | NONE | $15,700 | not reported in the loaded dataset |