2023 Form 5500 filing — Spencer Stuart Retirement Benefits 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 20250714123732NAL0001068241001) for Spencer Stuart Retirement Benefits Plan, reported by Ssi (U.S.) Inc. Dba Spencer Stuart under EIN 36-3538416 and plan number 004. It reports 1,521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714123732NAL0001068241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ssi (U.S.) Inc. Dba Spencer Stuart
- EIN
- 36-3538416
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 1,521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $568,433,535
- Net assets (EOY)
- $568,433,535
- Employer contributions
- $21,272,573
- Participant contributions
- $16,616,023
- Total income / additions
- $152,130,624
- Benefits paid
- $20,579,658
- Administrative expenses
- $153,374
- Total expenses
- $20,798,282
- Net increase / (decrease)
- $131,332,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $113,906 | not reported in the loaded dataset |
| Pekin Hardy Strauss Inc | NONE | $13,235 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $12,514 | not reported in the loaded dataset |
| Burton Enright Welch | NONE | $8,872 | not reported in the loaded dataset |
| Buckingham Strategic Wealth Ll | NONE | $8,610 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,010 | $0 |