Heitman Employees Advantage Retirement Plan — Form 5500 plan (Heitman 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, Heitman Employees Advantage Retirement Plan is a benefit plan reported by Heitman LLC under EIN 36-4263867 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $78,714,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heitman LLC
- EIN
- 36-4263867
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $78,714,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240903140019NAL0009221139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,714,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,714,990
- Net assets (BOY)
- $65,719,236
Income & contributions
- Employer contributions
- $1,239,363
- Participant contributions
- $4,620,083
- Total contributions
- $6,769,623
- Total income / additions
- $18,551,384
Expenses & distributions
- Benefits paid
- $5,328,978
- Administrative expenses
- $226,652
- Total expenses
- $5,555,630
- Net increase / (decrease)
- $12,995,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $149,057 | $0 | 2023 |
| Sageview | RETAINED BY THE EMPLOYER | $53,395 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $24,200 | not reported in the loaded dataset | 2023 |