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, Federation Employees' Retirement Savings Plan is a benefit plan reported by Jewish United Fund Of Metropolitan Chicago under EIN 36-2167034 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,220 participants and $19,684,020 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,684,020
- Total liabilities (EOY)
- $62,814
- Net assets (EOY)
- $19,621,206
- Net assets (BOY)
- $16,162,658
Income & contributions
- Employer contributions
- $853,999
- Participant contributions
- $889,790
- Total contributions
- $2,287,459
- Total income / additions
- $4,785,695
Expenses & distributions
- Benefits paid
- $1,264,333
- Administrative expenses
- $62,814
- Total expenses
- $1,327,147
- Net increase / (decrease)
- $3,458,548