Baker & Mckenzie Market Rate Cash Balance Plan I — Form 5500 plan (Baker & Mckenzie Llp)
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, Baker & Mckenzie Market Rate Cash Balance Plan I is a benefit plan reported by Baker & Mckenzie Llp under EIN 36-2137456 and plan number 011. The latest loaded filing year is 2023. The filing reports 201 participants and $47,413,954 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$47.4MPlan net assets, end of year$47,381,870
Participants201Covered participants reported
Assets / participant$235.9KComputed: assets ÷ participants$235,890 (computed)
Provider compensation$208.7K3 Schedule C provider row(s)$208,728
- Plan sponsor
- Baker & Mckenzie Llp
- EIN
- 36-2137456
- Plan number
- 011
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250410150848NAL0013217043001 |
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)$47.4M total assets
Net assets$47.4MLiabilities$32.1K
Full reported line items
Net assets
- Total assets (EOY)
- $47,413,954
- Total liabilities (EOY)
- $32,084
- Net assets (EOY)
- $47,381,870
- Net assets (BOY)
- $40,261,484
Income & contributions
- Employer contributions
- $5,658,404
- Participant contributions
- $0
- Total contributions
- $5,658,404
- Total income / additions
- $9,298,125
Expenses & distributions
- Benefits paid
- $1,950,291
- Administrative expenses
- $227,448
- Total expenses
- $2,177,739
- Net increase / (decrease)
- $7,120,386
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.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | NONE | $152,278 | $0 | 2023 |
| Nwps | NONE | $28,950 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $27,500 | not reported in the loaded dataset | 2023 |