Norc, Inc. Retirement Plan — Form 5500 plan (Norc, Inc.)
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, Norc, Inc. Retirement Plan is a benefit plan reported by Norc, Inc. under EIN 36-2167808 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,218 participants and $210,885,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norc, Inc.
- EIN
- 36-2167808
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 4,218
- End-of-year plan assets
- $210,885,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,218 | H, C | 20241009164448NAL0010851555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,885,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,885,458
- Net assets (BOY)
- $175,962,555
Income & contributions
- Employer contributions
- $13,928,573
- Total contributions
- $14,322,950
- Total income / additions
- $42,792,779
Expenses & distributions
- Benefits paid
- $7,702,390
- Administrative expenses
- $167,486
- Total expenses
- $7,869,876
- Net increase / (decrease)
- $34,922,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $100,461 | $0 | 2023 |
| Grant Thornton Llp | NONE | $45,150 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors,LLC | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services In | NONE | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Tiaa — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Concurrent Investment Advisors,LLC — Schedule C compensation
- Raymond James Financial Services In — Schedule C compensation