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BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameBBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number 002

BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BETTER BUSINESS BUREAU OF CHICAGO & NORTHERN ILLIN has sponsored the creation of one or more 401k plans.

Company Name:BETTER BUSINESS BUREAU OF CHICAGO & NORTHERN ILLIN
Employer identification number (EIN):360896695
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KELLY MCCLELLAN
0022016-01-01KELLY MCCLELLAN
0022015-01-01KELLY MCCLELLAN
0022014-01-01DAVID BEHNKE
0022013-01-01WILLIAM WALLACE
0022012-01-01KELLY MCCLELLAN
0022011-01-01KELLY MCCLELLAN
0022010-01-01STEVE BERNAS
0022009-01-01STEVE BERNAS
0022009-01-01 STEVE BERNAS2010-10-15

Plan Statistics for BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0194
Total number of active participants reported on line 7a of the Form 55002023-01-0161
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0127
Total of all active and inactive participants2023-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-0191
Number of participants with account balances2023-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0199
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-0194
Number of participants with account balances2022-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0180
Total number of active participants reported on line 7a of the Form 55002021-01-0170
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-0199
Number of participants with account balances2021-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0192
Total number of active participants reported on line 7a of the Form 55002020-01-0152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-0180
Number of participants with account balances2020-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0192
Number of participants with account balances2019-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0192
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0182
Number of participants with account balances2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0173
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0194
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-0173
Number of participants with account balances2015-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0190
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0193
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0183
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0190
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0188
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0194
Number of participants with account balances2012-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0188
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0160
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0152
Number of participants with account balances2010-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0157
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0160
Number of participants with account balances2009-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$779,385
Expenses. Total of all expenses incurred2023-12-31$166,753
Benefits paid (including direct rollovers)2023-12-31$143,281
Total plan assets at end of year2023-12-31$2,995,108
Total plan assets at beginning of year2023-12-31$2,382,476
Value of fidelity bond covering the plan2023-12-31$300,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$277,140
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$394,233
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$612,632
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,995,108
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,382,476
Assets. Value of participant loans2023-12-31$34,912
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$108,012
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$21,918
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,554
2022 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-78,649
Expenses. Total of all expenses incurred2022-12-31$181,742
Benefits paid (including direct rollovers)2022-12-31$165,081
Total plan assets at end of year2022-12-31$2,382,476
Total plan assets at beginning of year2022-12-31$2,642,867
Value of fidelity bond covering the plan2022-12-31$300,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$247,849
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-423,697
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-260,391
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,382,476
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,642,867
Assets. Value of participant loans2022-12-31$43,819
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$97,199
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$15,172
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,489
2021 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$551,815
Expenses. Total of all expenses incurred2021-12-31$40,275
Benefits paid (including direct rollovers)2021-12-31$38,810
Total plan assets at end of year2021-12-31$2,642,867
Total plan assets at beginning of year2021-12-31$2,131,327
Value of fidelity bond covering the plan2021-12-31$300,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$206,315
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$261,630
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$511,540
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,642,867
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,131,327
Assets. Value of participant loans2021-12-31$55,735
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$83,870
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,465
2020 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$544,182
Expenses. Total of all expenses incurred2020-12-31$399,032
Benefits paid (including direct rollovers)2020-12-31$376,961
Total plan assets at end of year2020-12-31$2,131,327
Total plan assets at beginning of year2020-12-31$1,986,177
Value of fidelity bond covering the plan2020-12-31$150,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$197,581
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$50,529
Other income received2020-12-31$244,496
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$145,150
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,131,327
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,986,177
Assets. Value of participant loans2020-12-31$13,168
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$51,576
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$20,411
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,660
2019 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$642,896
Expenses. Total of all expenses incurred2019-12-31$183,914
Benefits paid (including direct rollovers)2019-12-31$167,173
Total plan assets at end of year2019-12-31$1,986,177
Total plan assets at beginning of year2019-12-31$1,527,195
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$203,894
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$24,696
Other income received2019-12-31$337,529
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$458,982
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,986,177
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,527,195
Assets. Value of participant loans2019-12-31$40,114
Total contributions received or receivable from employer(s)2019-12-31$76,777
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$14,813
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,928
2018 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$198,685
Expenses. Total of all expenses incurred2018-12-31$42,912
Benefits paid (including direct rollovers)2018-12-31$28,433
Total plan assets at end of year2018-12-31$1,527,195
Total plan assets at beginning of year2018-12-31$1,371,422
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$186,276
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-117,430
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$155,773
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,527,195
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,371,422
Assets. Value of participant loans2018-12-31$27,931
Total contributions received or receivable from employer(s)2018-12-31$129,839
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$12,773
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,706
2017 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$415,940
Expenses. Total of all expenses incurred2017-12-31$197,811
Benefits paid (including direct rollovers)2017-12-31$191,229
Total plan assets at end of year2017-12-31$1,371,422
Total plan assets at beginning of year2017-12-31$1,153,293
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$174,485
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$213,487
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$218,129
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,371,422
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,153,293
Assets. Value of participant loans2017-12-31$27,255
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$27,968
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$4,369
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,213
2016 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$377,529
Expenses. Total of all expenses incurred2016-12-31$446,873
Benefits paid (including direct rollovers)2016-12-31$412,058
Total plan assets at end of year2016-12-31$1,153,293
Total plan assets at beginning of year2016-12-31$1,222,637
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$152,883
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$19,699
Other income received2016-12-31$86,086
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-69,344
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,153,293
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,222,637
Assets. Value of participant loans2016-12-31$7,265
Total contributions received or receivable from employer(s)2016-12-31$118,861
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$32,266
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,549
2015 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$199,242
Expenses. Total of all expenses incurred2015-12-31$145,197
Benefits paid (including direct rollovers)2015-12-31$143,202
Total plan assets at end of year2015-12-31$1,222,637
Total plan assets at beginning of year2015-12-31$1,168,592
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$161,751
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,634
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$54,045
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,222,637
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,168,592
Assets. Value of participant loans2015-12-31$8,813
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$42,125
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,995
2014 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$252,451
Expenses. Total of all expenses incurred2014-12-31$542,103
Benefits paid (including direct rollovers)2014-12-31$540,583
Total plan assets at end of year2014-12-31$1,168,592
Total plan assets at beginning of year2014-12-31$1,458,244
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$137,832
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$56,477
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-289,652
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,168,592
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,458,244
Assets. Value of participant loans2014-12-31$5,393
Total contributions received or receivable from employer(s)2014-12-31$58,142
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,520
2013 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$388,727
Expenses. Total of all expenses incurred2013-12-31$17,671
Benefits paid (including direct rollovers)2013-12-31$16,876
Total plan assets at end of year2013-12-31$1,458,244
Total plan assets at beginning of year2013-12-31$1,087,188
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$158,962
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$6,358
Other income received2013-12-31$173,729
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$371,056
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,458,244
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,087,188
Assets. Value of participant loans2013-12-31$10,240
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$49,678
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$795
2012 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$285,560
Expenses. Total of all expenses incurred2012-12-31$59,659
Benefits paid (including direct rollovers)2012-12-31$55,008
Total plan assets at end of year2012-12-31$1,087,188
Total plan assets at beginning of year2012-12-31$861,287
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$138,454
Expenses. Other expenses not covered elsewhere2012-12-31$896
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$103,579
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$225,901
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,087,188
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$861,287
Assets. Value of participant loans2012-12-31$9,481
Total contributions received or receivable from employer(s)2012-12-31$43,527
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$3,755
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$143,658
Expenses. Total of all expenses incurred2011-12-31$70,765
Benefits paid (including direct rollovers)2011-12-31$58,622
Total plan assets at end of year2011-12-31$861,287
Total plan assets at beginning of year2011-12-31$788,394
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$117,548
Expenses. Other expenses not covered elsewhere2011-12-31$3,532
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-15,504
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$72,893
Net plan assets at end of year (total assets less liabilities)2011-12-31$861,287
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$788,394
Assets. Value of participant loans2011-12-31$9,110
Total contributions received or receivable from employer(s)2011-12-31$41,614
Value of corrective distributions2011-12-31$8,611
2010 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$302,657
Expenses. Total of all expenses incurred2010-12-31$27,680
Benefits paid (including direct rollovers)2010-12-31$26,857
Total plan assets at end of year2010-12-31$788,394
Total plan assets at beginning of year2010-12-31$513,417
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$129,320
Other income received2010-12-31$81,855
Net income (gross income less expenses)2010-12-31$274,977
Net plan assets at end of year (total assets less liabilities)2010-12-31$788,394
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$513,417
Assets. Value of participant loans2010-12-31$9,361
Total contributions received or receivable from employer(s)2010-12-31$91,482
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN

2023: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BBB OF CHICAGO AND NORTHERN ILLINOIS EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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