2023 Form 5500 filing — Lurie Children'S Surgical Foundation, 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 20241014090423NAL0043936256001) for Lurie Children'S Surgical Foundation, Inc. Retirement Plan, reported by Lurie Children'S Surgical Foundation, Inc. under EIN 83-1650513 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090423NAL0043936256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lurie Children'S Surgical Foundation, Inc.
- EIN
- 83-1650513
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,083,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,083,052
- Employer contributions
- $3,488,020
- Participant contributions
- $1,993,551
- Total income / additions
- $20,700,483
- Benefits paid
- $18,226,132
- Administrative expenses
- $85,054
- Total expenses
- $18,311,186
- Net increase / (decrease)
- $2,389,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $31,427 | $0 |
| Plante & Moran, LLC | NONE | $28,660 | not reported in the loaded dataset |
| Tiaa | NONE | $18,648 | $0 |
| Capfinancial Partners LLC | NONE | $5,344 | not reported in the loaded dataset |