Allied Benefit Systems, LLC Retirement Savings Plan — Form 5500 plan (Allied Benefit Systems, LLC)
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, Allied Benefit Systems, LLC Retirement Savings Plan is a benefit plan reported by Allied Benefit Systems, LLC under EIN 36-3086057 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $25,880,135 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.9MPlan net assets, end of year$25,880,135
Participants599Covered participants reported
Assets / participant$43.2KComputed: assets ÷ participants$43,206 (computed)
Provider compensation$65.3K3 Schedule C provider row(s)$65,265
- Plan sponsor
- Allied Benefit Systems, LLC
- EIN
- 36-3086057
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241003080016NAL0004687283001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.9M total assets
Net assets$25.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,880,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,880,135
- Net assets (BOY)
- $19,008,087
Income & contributions
- Employer contributions
- $1,771,861
- Participant contributions
- $2,780,601
- Total contributions
- $5,065,402
- Total income / additions
- $8,704,026
Expenses & distributions
- Benefits paid
- $1,726,226
- Administrative expenses
- $65,623
- Total expenses
- $1,831,978
- Net increase / (decrease)
- $6,872,048
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $31,193 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,295 | $0 | 2023 |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $12,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Benefit Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Slavic Integrated Administration — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation