2023 Form 5500 filing — Federation Employees' Retirement Savings 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 20241017092435NAL0032922337001) for Federation Employees' Retirement Savings Plan, reported by Jewish United Fund Of Metropolitan Chicago under EIN 36-2167034 and plan number 008. It reports 2,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017092435NAL0032922337001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jewish United Fund Of Metropolitan Chicago
- EIN
- 36-2167034
- Plan number
- 008
- Location
- Chicago, IL
- Participants
- 2,220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,684,020
- Total liabilities (EOY)
- $62,814
- Net assets (EOY)
- $19,621,206
- Employer contributions
- $853,999
- Participant contributions
- $889,790
- Total income / additions
- $4,785,695
- Benefits paid
- $1,264,333
- Administrative expenses
- $62,814
- Total expenses
- $1,327,147
- Net increase / (decrease)
- $3,458,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Peter Chiswick | EMPLOYEE | $28,368 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $20,360 | not reported in the loaded dataset |