2023 Form 5500 filing — The Center Bargaining Unit 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 20250409163214NAL0012341171001) for The Center Bargaining Unit Retirement Plan, reported by Lester And Rosalie Anixter Center under EIN 36-2244895 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409163214NAL0012341171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lester And Rosalie Anixter Center
- EIN
- 36-2244895
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,500,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,500,252
- Total income / additions
- $522,749
- Benefits paid
- $272,656
- Administrative expenses
- $20,435
- Total expenses
- $293,091
- Net increase / (decrease)
- $229,658
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Variable Annuity Life Insurance | UNKNOWN | $20,435 | not reported in the loaded dataset |