University Club Of Chicago 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by University Club Of Chicago under EIN 36-1901470 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $12,130,408 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
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $12,130,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241002094104NAL0014695680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,130,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,130,408
- Net assets (BOY)
- $9,158,197
Income & contributions
- Employer contributions
- $425,096
- Participant contributions
- $585,691
- Total contributions
- $1,232,460
- Total income / additions
- $3,221,055
Expenses & distributions
- Benefits paid
- $219,614
- Administrative expenses
- $29,230
- Total expenses
- $248,844
- Net increase / (decrease)
- $2,972,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $17,864 | $0 | 2023 |
| Embree Financial Group | ADVISOR | $11,366 | not reported in the loaded dataset | 2023 |