Metropolitan Family Services Employees' Pension — Form 5500 plan (Metropolitan Family Services)
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, Metropolitan Family Services Employees' Pension is a benefit plan reported by Metropolitan Family Services under EIN 36-2167940 and plan number 003. The latest loaded filing year is 2023. The filing reports 145 participants and $5,346,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Metropolitan Family Services
- EIN
- 36-2167940
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $5,346,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241014151644NAL0045055280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,346,059
- Total liabilities (EOY)
- $13,799
- Net assets (EOY)
- $5,332,260
- Net assets (BOY)
- $4,781,643
Income & contributions
- Employer contributions
- $286,331
- Total contributions
- $286,331
- Total income / additions
- $811,548
Expenses & distributions
- Benefits paid
- $150,692
- Administrative expenses
- $110,239
- Total expenses
- $260,931
- Net increase / (decrease)
- $550,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deloitte Consulting Llp | NONE | $73,260 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $17,030 | not reported in the loaded dataset | 2023 |
| Principal Financial | NONE | $15,000 | not reported in the loaded dataset | 2023 |