Union League Club Employees' Savings Plan — Form 5500 plan (Union League Club)
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' Savings Plan is a benefit plan reported by Union League Club under EIN 36-1893300 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $14,622,102 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.6MPlan net assets, end of year$14,622,102
Participants308Covered participants reported
Assets / participant$47.5KComputed: assets ÷ participants$47,474 (computed)
Provider compensation$49.1K2 Schedule C provider row(s)$49,061
- Plan sponsor
- Union League Club
- EIN
- 36-1893300
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241014150048NAL0054078162001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.6M total assets
Net assets$14.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,622,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,622,102
- Net assets (BOY)
- $13,549,688
Income & contributions
- Employer contributions
- $108,139
- Participant contributions
- $560,391
- Total contributions
- $668,530
- Total income / additions
- $2,707,982
Expenses & distributions
- Benefits paid
- $1,577,806
- Administrative expenses
- $49,061
- Total expenses
- $1,635,568
- Net increase / (decrease)
- $1,072,414
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,061 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |