Henry Crown And Company Pension Plan — Form 5500 plan (Henry Crown & Company S LLC)
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, Henry Crown And Company Pension Plan is a benefit plan reported by Henry Crown & Company S LLC under EIN 36-2123962 and plan number 101. The latest loaded filing year is 2023. The filing reports 960 participants and $144,264,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Crown & Company S LLC
- EIN
- 36-2123962
- Plan number
- 101
- Plan type
- 3
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 960
- End-of-year plan assets
- $144,264,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 960 | H, C | 20240924121726NAL0022885504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,264,199
- Total liabilities (EOY)
- $131,101
- Net assets (EOY)
- $144,133,098
- Net assets (BOY)
- $130,309,574
Income & contributions
- Total contributions
- $0
- Total income / additions
- $24,182,743
Expenses & distributions
- Benefits paid
- $8,822,719
- Administrative expenses
- $1,536,500
- Total expenses
- $10,359,219
- Net increase / (decrease)
- $13,823,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Select Equity Group Lp | INVEST ADVISOR | $308,499 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $289,002 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | INVEST ADVISOR | $281,254 | $0 | 2023 |
| Harris Associates L.P. | INVEST ADVISOR | $209,297 | $18,380 | 2023 |
| Neuberger Berman, LLC | INVEST ADVISOR | $126,029 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $80,923 | $0 | 2023 |
| Lyrical Asset Management | INVEST ADVISOR | $74,901 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | AUDITOR | $40,500 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVEST ADVISOR | $33,935 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Henry Crown & Company S LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Select Equity Group Lp — Schedule C compensation
- Mercer — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Harris Associates L.P. — Schedule C compensation
- Neuberger Berman, LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Lyrical Asset Management — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation