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Original filing (PDF)20240821201908NAL0002639987001

GLENKIRK

Form 5500
FILING_RECEIVED
GLENKIRK EMPLOYEE SAVINGS PLAN
403(b) retirement plan
Signals · 1
Late filing · 5.2 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
79
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 5.2 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLENKIRK.
Plan sponsor
Name
GLENKIRK
EIN
36-2345191
Address
1925 N. CLYBOURN, SUITE 200 · CHICAGO, IL · 60614
Phone
(773) 305-0740
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-04-30
Filed
2024-08-21
Pension benefit codes
2H · Partial participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
MILLER, COOPER & CO LTD.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VARIABLE ANNUITY LIFE INS COMPANY74-1625348—NONE$4K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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