Plan5500

University Club Of Chicago Cash Balance Plan — Form 5500 plan (University 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, University Club Of Chicago Cash Balance Plan is a benefit plan reported by University Club Of Chicago under EIN 36-1901470 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $4,673,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Club Of Chicago
EIN
36-1901470
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
110
End-of-year plan assets
$4,673,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20241008084147NAL0028182992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,673,674
Total liabilities (EOY)
$0
Net assets (EOY)
$4,673,674
Net assets (BOY)
$4,590,667

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$587,775

Expenses & distributions

Benefits paid
$401,509
Administrative expenses
$103,259
Total expenses
$504,768
Net increase / (decrease)
$83,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE$64,065not reported in the loaded dataset2023
Seldon Fox, LtdNONE$20,404not reported in the loaded dataset2023
Fifth Third Bank Retirement Svcs.NONE$8,886$02023

Related Form 5500 pages