2023 Form 5500 filing — Unilock Retirement Plan And Trust (Chicago)
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 20241015112109NAL0014472883001) for Unilock Retirement Plan And Trust (Chicago), reported by Unilock Chicago, Inc. under EIN 36-3480878 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112109NAL0014472883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unilock Chicago, Inc.
- EIN
- 36-3480878
- Plan number
- 001
- Location
- Aurora, IL
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,960,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,960,937
- Employer contributions
- $1,466,976
- Participant contributions
- $1,361,474
- Total income / additions
- $7,351,157
- Benefits paid
- $805,246
- Administrative expenses
- $44,839
- Total expenses
- $850,085
- Net increase / (decrease)
- $6,501,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,440 | $0 |
| Lawley Retirement Advisors | INVESTMENT ADVISORY | $18,825 | $185 |
| Actuarial Benefits Corp. | OTHER SERVICES | $0 | $8,836 |