2023 Form 5500 filing — National Louis University 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 20241014114759NAL0027188993001) for National Louis University Retirement Plan, reported by National Louis University under EIN 36-2167804 and plan number 001. It reports 1,527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114759NAL0027188993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Louis University
- EIN
- 36-2167804
- Plan number
- 001
- Location
- Wheeling, IL
- Participants
- 1,527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,713,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,713,063
- Employer contributions
- $1,984,367
- Participant contributions
- $2,554,851
- Total income / additions
- $22,065,274
- Benefits paid
- $9,818,897
- Administrative expenses
- $241,283
- Total expenses
- $10,066,329
- Net increase / (decrease)
- $11,998,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $12,100 | not reported in the loaded dataset |
| Tiaa | NONE | $5,606 | $0 |