2023 Form 5500 filing — The Members 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 20250605161145NAL0009284579001) for The Members Retirement Plan, reported by Trustees Of The Members Retirement Plan under EIN 36-2164320 and plan number 001. It reports 33,289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250605161145NAL0009284579001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Trustees Of The Members Retirement Plan
- EIN
- 36-2164320
- Plan number
- 001
- Location
- St. Charles, IL
- Participants
- 33,289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $673,942,012
- Total liabilities (EOY)
- $570,677
- Net assets (EOY)
- $673,371,335
- Participant contributions
- $6,838,504
- Total income / additions
- $73,514,703
- Benefits paid
- $71,214,893
- Administrative expenses
- $2,669,792
- Total expenses
- $73,884,685
- Net increase / (decrease)
- -$369,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company Inc | NONE | $230,975 | not reported in the loaded dataset |
| Maggie Peck | EMPLOYEE | $189,226 | not reported in the loaded dataset |
| Marquette Associates | NONE | $180,000 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $170,824 | $0 |
| Mooney, Green, Saindon, Murphy & We | NONE | $157,379 | not reported in the loaded dataset |
| Carrie Paragon | EMPLOYEE | $125,364 | not reported in the loaded dataset |
| Lord Abbett & Co. LLC | NONE | $107,928 | not reported in the loaded dataset |
| Merrimam River Group | NONE | $91,299 | not reported in the loaded dataset |
| Scout Investments, Inc | NONE | $90,202 | not reported in the loaded dataset |
| Bmo Harris Bank, Na | NONE | $87,694 | $0 |
| Northern Trust Corporation | NONE | $69,940 | $0 |
| Calibre Cpa Group Pllc | AUDITORS OF EMPLOYEE ORG | $60,000 | not reported in the loaded dataset |
| Renata Skupien | EMPLOYEE | $55,724 | not reported in the loaded dataset |
| Rose Vecchione | EMPLOYEE | $54,704 | not reported in the loaded dataset |
| Tina Decoursey | EMPLOYEE | $52,437 | not reported in the loaded dataset |
| Paul Guggenheim & Associates, Inc. | NONE | $51,943 | not reported in the loaded dataset |
| Hudson Advisors | NONE | $0 | $49,757 |
| Dominique Pittman | EMPLOYEE | $42,585 | not reported in the loaded dataset |
| Rebecca Warnicke | EMPLOYEE | $35,048 | not reported in the loaded dataset |
| Forest Printing Company | NONE | $32,864 | not reported in the loaded dataset |
| Lasalle Consulting Partners | NONE | $29,338 | not reported in the loaded dataset |
| Datamation | NONE | $18,650 | not reported in the loaded dataset |
| Hill Mechanical Services | NONE | $16,955 | not reported in the loaded dataset |
| 1099 Express/Dallas, LLC | NONE | $15,388 | not reported in the loaded dataset |
| Daniel Mireles | EMPLOYEE | $15,035 | not reported in the loaded dataset |
| Marketsphere | NONE | $12,619 | not reported in the loaded dataset |
| Remke Printing Inc | NONE | $8,188 | not reported in the loaded dataset |
| Schiele Graphics, Inc | NONE | $5,020 | not reported in the loaded dataset |