Chicago White Sox Employee Retirement Plan — Form 5500 plan (Chicago White Sox)
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, Chicago White Sox Employee Retirement Plan is a benefit plan reported by Chicago White Sox under EIN 36-3106589 and plan number 003. The latest loaded filing year is 2023. The filing reports 496 participants and $32,946,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago White Sox
- EIN
- 36-3106589
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $32,946,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241002144925NAL0016982370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,946,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,946,643
- Net assets (BOY)
- $26,849,679
Income & contributions
- Participant contributions
- $1,521,723
- Total contributions
- $2,255,997
- Total income / additions
- $7,548,551
Expenses & distributions
- Benefits paid
- $1,395,951
- Administrative expenses
- $55,636
- Total expenses
- $1,451,587
- Net increase / (decrease)
- $6,096,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,635 | $0 | 2023 |