Spencer Stuart Retirement Benefits Plan — Form 5500 plan (Ssi (U.S.) Inc. Dba Spencer Stuart)
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, Spencer Stuart Retirement Benefits Plan is a benefit plan reported by Ssi (U.S.) Inc. Dba Spencer Stuart under EIN 36-3538416 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,521 participants and $568,433,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ssi (U.S.) Inc. Dba Spencer Stuart
- EIN
- 36-3538416
- Plan number
- 004
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,521
- End-of-year plan assets
- $568,433,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,521 | H, C | 20250714123732NAL0001068241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $568,433,535
- Net assets (EOY)
- $568,433,535
- Net assets (BOY)
- $437,101,193
Income & contributions
- Employer contributions
- $21,272,573
- Participant contributions
- $16,616,023
- Total contributions
- $39,951,760
- Total income / additions
- $152,130,624
Expenses & distributions
- Benefits paid
- $20,579,658
- Administrative expenses
- $153,374
- Total expenses
- $20,798,282
- Net increase / (decrease)
- $131,332,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $113,906 | not reported in the loaded dataset | 2023 |
| Pekin Hardy Strauss Inc | NONE | $13,235 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | NONE | $12,514 | not reported in the loaded dataset | 2023 |
| Burton Enright Welch | NONE | $8,872 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth Ll | NONE | $8,610 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,010 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ssi (U.S.) Inc. Dba Spencer Stuart
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Pekin Hardy Strauss Inc — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Burton Enright Welch — Schedule C compensation
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation