Loyola University Chicago Defined Contribution Retirement Plan — Form 5500 plan (Loyola University Of Chicago Attn Benefits Department)

Plain-English plan 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, Loyola University Chicago Defined Contribution Retirement Plan is a benefit plan reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,415 participants and $1,125,507,717 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loyola University Of Chicago Attn Benefits Department
EIN
36-1408475
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
8,415
End-of-year plan assets
$1,125,507,717

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,415H, C20240918112629NAL0002530595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,125,507,717
Net assets (EOY)
$1,125,507,717
Net assets (BOY)
$998,663,620

Income & contributions

Employer contributions
$24,083,518
Participant contributions
$24,069,787
Total contributions
$58,256,194
Total income / additions
$211,014,612

Expenses & distributions

Benefits paid
$83,555,055
Administrative expenses
$408,010
Total expenses
$84,170,515
Net increase / (decrease)
$126,844,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPING$468,017$02023
Teachers Insurance & Annuity AssocRECORDKEEPING$24,199$02023

Related Form 5500 pages