2023 Form 5500 filing — University Club Of Chicago Cash Balance 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 20241008084147NAL0028182992001) for University Club Of Chicago Cash Balance Plan, reported by University Club Of Chicago under EIN 36-1901470 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008084147NAL0028182992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Club Of Chicago
- EIN
- 36-1901470
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,673,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,673,674
- Employer contributions
- $0
- Total income / additions
- $587,775
- Benefits paid
- $401,509
- Administrative expenses
- $103,259
- Total expenses
- $504,768
- Net increase / (decrease)
- $83,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $64,065 | not reported in the loaded dataset |
| Seldon Fox, Ltd | NONE | $20,404 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Svcs. | NONE | $8,886 | $0 |