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Original filing (PDF)20250904102732NAL0016177377001

CHICAGO PUBLIC LIBRARY FOUNDATION

Form 5500-SF
FILING_RECEIVED
CHICAGO PUBLIC LIBRARY FOUNDATION
403(b) retirement plan
Signals · 1
Late filing · 9.6 mo
Active participants
12
Accounts w/ balance
21
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
81
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 9.6 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 CHICAGO PUBLIC LIBRARY FOUNDATION.
Plan sponsor
Name
CHICAGO PUBLIC LIBRARY FOUNDATION
EIN
36-3480353
Address
200 W MADISON ST FL 3 · CHICAGO, IL · 606063414
Phone
(312) 201-9830
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
023
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-09-04
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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