2023 Form 5500 filing — Baker & Mckenzie Market Rate Cash Balance Plan Ii
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 20250410151305NAL0035751888001) for Baker & Mckenzie Market Rate Cash Balance Plan Ii, reported by Baker & Mckenzie Llp under EIN 36-2137456 and plan number 012. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.4MReported net assets$47,381,448
Participants201
Provider compensation$208.7K3 Schedule C row(s)$208,725
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410151305NAL0035751888001
- Plan sponsor
- Baker & Mckenzie Llp
- EIN
- 36-2137456
- Plan number
- 012
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.4M total assets
Net assets$47.4MLiabilities$29.9K
Full reported line items
- Total assets (EOY)
- $47,411,361
- Total liabilities (EOY)
- $29,913
- Net assets (EOY)
- $47,381,448
- Employer contributions
- $5,658,404
- Participant contributions
- $0
- Total income / additions
- $9,298,077
- Benefits paid
- $1,950,242
- Administrative expenses
- $227,445
- Total expenses
- $2,177,687
- Net increase / (decrease)
- $7,120,390
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | NONE | $152,275 | $0 |
| Nwps | NONE | $28,950 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $27,500 | not reported in the loaded dataset |