Norc, Inc. Supplemental 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. Supplemental Retirement Plan is a benefit plan reported by Norc, Inc. under EIN 36-2167808 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,129 participants and $148,204,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norc, Inc.
EIN
36-2167808
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
3,129
End-of-year plan assets
$148,204,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,129H, C20241009165825NAL0018793297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,204,221
Total liabilities (EOY)
$0
Net assets (EOY)
$148,204,221
Net assets (BOY)
$122,381,127

Income & contributions

Participant contributions
$9,256,260
Total contributions
$10,679,557
Total income / additions
$31,339,911

Expenses & distributions

Benefits paid
$5,423,618
Administrative expenses
$92,940
Total expenses
$5,516,817
Net increase / (decrease)
$25,823,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$66,463$02023
Mercer(Us), IncNONE$22,020not reported in the loaded dataset2023

Related Form 5500 pages