Madison Dearborn Partners LLC Savings Incentive Plan — Form 5500 plan (Madison Dearborn Partners 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, Madison Dearborn Partners LLC Savings Incentive Plan is a benefit plan reported by Madison Dearborn Partners LLC under EIN 36-4264559 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $93,109,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Madison Dearborn Partners LLC
- EIN
- 36-4264559
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $93,109,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241002105358NAL0016375794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,109,932
- Net assets (EOY)
- $93,109,932
- Net assets (BOY)
- $74,807,540
Income & contributions
- Employer contributions
- $1,478,630
- Participant contributions
- $2,030,813
- Total contributions
- $4,927,329
- Total income / additions
- $19,827,793
Expenses & distributions
- Benefits paid
- $1,418,112
- Administrative expenses
- $94,528
- Total expenses
- $1,525,401
- Net increase / (decrease)
- $18,302,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Faircourt Partners LLC | NONE | $55,242 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $38,731 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Madison Dearborn Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Faircourt Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation