Loyola University Employees' 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 Employees' Retirement Plan is a benefit plan reported by Loyola University Of Chicago Attn Benefits Department under EIN 36-1408475 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,350 participants and $158,003,350 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
- 333
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,350
- End-of-year plan assets
- $158,003,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,350 | H, C | 20240918111301NAL0004234865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,003,350
- Total liabilities (EOY)
- $383,593
- Net assets (EOY)
- $157,619,757
- Net assets (BOY)
- $153,332,661
Income & contributions
- Employer contributions
- $8,400,000
- Total contributions
- $8,400,000
- Total income / additions
- $23,348,012
Expenses & distributions
- Benefits paid
- $16,403,014
- Administrative expenses
- $2,657,902
- Total expenses
- $19,060,916
- Net increase / (decrease)
- $4,287,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $245,194 | not reported in the loaded dataset | 2023 |
| Loyola University Of Chicago | PLAN SPONSOR | $206,932 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $107,067 | not reported in the loaded dataset | 2023 |
| Cambridge Associates | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $80,218 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $36,706 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $24,682 | $0 | 2023 |
| Income Research & Management | NONE | $23,343 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | NONE | $22,504 | not reported in the loaded dataset | 2023 |
| Mcdermott Will & Emery Llp | NONE | $5,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loyola University Of Chicago Attn Benefits Department
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Willis Towers Watson — Schedule C compensation
- Loyola University Of Chicago — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Cambridge Associates — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Boston Partners — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation
- Mcdermott Will & Emery Llp — Schedule C compensation