401(K) Retirement Plan For Employees Of Mather — Form 5500 plan (Mather)
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, 401(K) Retirement Plan For Employees Of Mather is a benefit plan reported by Mather under EIN 36-2233542 and plan number 003. The latest loaded filing year is 2023. The filing reports 712 participants and $49,183,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mather
- EIN
- 36-2233542
- Plan number
- 003
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $49,183,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20240723142653NAL0006693747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,183,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,183,490
- Net assets (BOY)
- $42,859,625
Income & contributions
- Employer contributions
- $2,066,988
- Participant contributions
- $2,842,762
- Total contributions
- $6,150,331
- Total income / additions
- $13,205,928
Expenses & distributions
- Benefits paid
- $6,877,846
- Administrative expenses
- $4,217
- Total expenses
- $6,882,063
- Net increase / (decrease)
- $6,323,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,217 | $0 | 2023 |