Plan5500

Central States 401(K) Retirement Savings Plan — Form 5500 plan (Central States, Se & Sw Areas Health & Pension Funds)

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, Central States 401(K) Retirement Savings Plan is a benefit plan reported by Central States, Se & Sw Areas Health & Pension Funds under EIN 36-2154936 and plan number 002. The latest loaded filing year is 2023. The filing reports 834 participants and $122,187,692 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$122.2MPlan net assets, end of year$122,187,692
Participants834Covered participants reported
Assets / participant$146.5KComputed: assets ÷ participants$146,508 (computed)
Provider compensation$45.1K4 Schedule C provider row(s)$45,134
Plan sponsor
Central States, Se & Sw Areas Health & Pension Funds
EIN
36-2154936
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    834 participants · 2Sch HSch C
    View filing →
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)$122.2M total assets
Net assets$122.2MLiabilities$0
Money in vs. money out
Total income / additions$26.7M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$2.5M
Participant$6.4M
Full reported line items

Net assets

Total assets (EOY)
$122,187,692
Total liabilities (EOY)
$0
Net assets (EOY)
$122,187,692
Net assets (BOY)
$98,958,538

Income & contributions

Employer contributions
$2,528,479
Participant contributions
$6,359,526
Total contributions
$9,182,831
Total income / additions
$26,722,559

Expenses & distributions

Benefits paid
$3,449,045
Administrative expenses
$44,360
Total expenses
$3,493,405
Net increase / (decrease)
$23,229,154
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.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Withumsmith + Brown, Pc$23.3K
    SERVICE PROVIDER · Direct $23.3K
  2. 2
    Schwab Retirement Plan Services Inc$21K
    INVESTMENT SERVICES · Direct $21K
  3. 3
    Charles Schwab & Co., Inc.$774
    INVESTMENT SERVICES · Direct $774 · Indirect $0
  4. 4
    Charles Schwab Trust Bank$0
    INVESTMENT SERVICES · Direct $0 · Indirect $0

Related Form 5500 pages