2023 Form 5500 filing — Norc, Inc. 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 20241009164448NAL0010851555001) for Norc, Inc. Retirement Plan, reported by Norc, Inc. under EIN 36-2167808 and plan number 003. It reports 4,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164448NAL0010851555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norc, Inc.
- EIN
- 36-2167808
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 4,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,885,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,885,458
- Employer contributions
- $13,928,573
- Total income / additions
- $42,792,779
- Benefits paid
- $7,702,390
- Administrative expenses
- $167,486
- Total expenses
- $7,869,876
- Net increase / (decrease)
- $34,922,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $100,461 | $0 |
| Grant Thornton Llp | NONE | $45,150 | not reported in the loaded dataset |
| Concurrent Investment Advisors,LLC | NONE | $13,125 | not reported in the loaded dataset |
| Raymond James Financial Services In | NONE | $8,750 | not reported in the loaded dataset |