Cunningham Childrens Home Retirement Plan — Form 5500 plan (Cunningham Childrens Home)

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, Cunningham Childrens Home Retirement Plan is a benefit plan reported by Cunningham Childrens Home under EIN 37-0662521 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $17,465,813 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cunningham Childrens Home
EIN
37-0662521
Plan number
001
Plan type
2
Location
Urbana, IL
Latest filing year
2023
Participants
365
End-of-year plan assets
$17,465,813

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20250415132228NAL0001507523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,465,813
Total liabilities (EOY)
$17,437
Net assets (EOY)
$17,448,376
Net assets (BOY)
$15,229,463

Income & contributions

Employer contributions
$533,759
Participant contributions
$822,582
Total contributions
$1,356,341
Total income / additions
$3,597,721

Expenses & distributions

Benefits paid
$1,321,321
Administrative expenses
$38,492
Total expenses
$1,378,808
Net increase / (decrease)
$2,218,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth ManagemeINVESTMENT ADVISOR$28,041not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$4,886$02023
Future Plan By AscensusCONTRACT ADMIN$2,749not reported in the loaded dataset2023
Futureplan By Ascensus - BpcCONTRACT ADMIN$205not reported in the loaded dataset2023

Related Form 5500 pages