Union League Club Employees Retirement Plan — Form 5500 plan (Union League Club Of Chicago)
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, Union League Club Employees Retirement Plan is a benefit plan reported by Union League Club Of Chicago under EIN 36-1893300 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $12,604,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union League Club Of Chicago
- EIN
- 36-1893300
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $12,604,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20250214165105NAL0025067873002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,604,812
- Total liabilities (EOY)
- $48,236
- Net assets (EOY)
- $12,556,576
- Net assets (BOY)
- $12,243,296
Income & contributions
- Employer contributions
- $614,721
- Total contributions
- $617,244
- Total income / additions
- $1,628,988
Expenses & distributions
- Benefits paid
- $999,732
- Administrative expenses
- $315,976
- Total expenses
- $1,315,708
- Net increase / (decrease)
- $313,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal | NONE | $57,692 | not reported in the loaded dataset | 2023 |
| Dimeo Schneider And Associates LLC | NONE | $44,224 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $13,362 | not reported in the loaded dataset | 2023 |