401k Plan data: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN plan

CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 401k Plan overview

Plan Name	CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN
Plan identification number	001

CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

CHICAGO PUBLIC EDUCATION FUND has sponsored the creation of one or more 401k plans.

Company Name: CHICAGO PUBLIC EDUCATION FUND

Employer identification number (EIN): 364279013

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HEATHER YOUNG ANICHINI 2023-08-08
001 2021-01-01 JULIA MELLOW 2022-06-07 JULIA MELLOW 2022-06-07
001 2020-01-01 JULIA MELLOW 2021-05-05 JULIA MELLOW 2021-05-05
001 2019-01-01 JULIA MELLOW 2020-05-27 JULIA MELLOW 2020-05-27
001 2018-01-01 JULIA MELLOW 2019-06-13
001 2017-01-01 JULIA MELLOW 2018-04-11
001 2016-01-01 JULIA MELLOW 2017-06-01
001 2015-01-01 JULIA MELLOW 2016-06-16
001 2014-01-01 JULIA MELLOW
001 2014-01-01 JULIA MELLOW
001 2013-01-01 JULIA MELLOW
001 2012-01-01 JULIA MELLOW
001 2011-01-01 PATRICK HAUGH
001 2009-01-01 DANIEL CERVANTES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	HEATHER YOUNG ANICHINI	2023-08-08
001	2021-01-01	JULIA MELLOW	2022-06-07	JULIA MELLOW	2022-06-07
001	2020-01-01	JULIA MELLOW	2021-05-05	JULIA MELLOW	2021-05-05
001	2019-01-01	JULIA MELLOW	2020-05-27	JULIA MELLOW	2020-05-27
001	2018-01-01	JULIA MELLOW	2019-06-13
001	2017-01-01	JULIA MELLOW	2018-04-11
001	2016-01-01	JULIA MELLOW	2017-06-01
001	2015-01-01	JULIA MELLOW	2016-06-16
001	2014-01-01	JULIA MELLOW
001	2014-01-01	JULIA MELLOW
001	2013-01-01	JULIA MELLOW
001	2012-01-01	JULIA MELLOW
001	2011-01-01	PATRICK HAUGH
001	2009-01-01	DANIEL CERVANTES

Plan Statistics for CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN

401k plan membership statisitcs for CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN

Measure Date Value
2014: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN

Measure	Date	Value
2014 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$168,558
Expenses. Total of all expenses incurred	2014-12-31	$575,448
Benefits paid (including direct rollovers)	2014-12-31	$574,990
Total plan assets at end of year	2014-12-31	$690,147
Total plan assets at beginning of year	2014-12-31	$1,097,037
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$61,506
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$37,444
Other income received	2014-12-31	$32,649
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-406,890
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$690,147
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,097,037
Assets. Value of participant loans	2014-12-31	$4,972
Total contributions received or receivable from employer(s)	2014-12-31	$36,959
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$458
2013 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$353,683
Expenses. Total of all expenses incurred	2013-12-31	$108,037
Benefits paid (including direct rollovers)	2013-12-31	$107,168
Total plan assets at end of year	2013-12-31	$1,097,037
Total plan assets at beginning of year	2013-12-31	$851,391
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$73,620
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$238,801
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$245,646
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,097,037
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$851,391
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$41,262
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$546
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$323
2012 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$217,198
Expenses. Total of all expenses incurred	2012-12-31	$207,903
Benefits paid (including direct rollovers)	2012-12-31	$207,542
Total plan assets at end of year	2012-12-31	$851,391
Total plan assets at beginning of year	2012-12-31	$842,096
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$56,676
Other income received	2012-12-31	$119,960
Net income (gross income less expenses)	2012-12-31	$9,295
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$851,391
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$842,096
Assets. Value of participant loans	2012-12-31	$1,573
Total contributions received or receivable from employer(s)	2012-12-31	$40,562
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$117,481
Expenses. Total of all expenses incurred	2011-12-31	$48,115
Benefits paid (including direct rollovers)	2011-12-31	$47,792
Total plan assets at end of year	2011-12-31	$842,096
Total plan assets at beginning of year	2011-12-31	$772,730
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$85,218
Other income received	2011-12-31	$-26,394
Net income (gross income less expenses)	2011-12-31	$69,366
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$842,096
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$772,730
Assets. Value of participant loans	2011-12-31	$2,055
Total contributions received or receivable from employer(s)	2011-12-31	$58,657
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$256,633
Expenses. Total of all expenses incurred	2010-12-31	$132,573
Benefits paid (including direct rollovers)	2010-12-31	$131,948
Total plan assets at end of year	2010-12-31	$772,730
Total plan assets at beginning of year	2010-12-31	$648,670
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$96,823
Other income received	2010-12-31	$103,775
Net income (gross income less expenses)	2010-12-31	$124,060
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$772,730
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$648,670
Assets. Value of participant loans	2010-12-31	$2,496
Total contributions received or receivable from employer(s)	2010-12-31	$56,035
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN

2014: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CHICAGO PUBLIC EDUCATION FUND 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHICAGO PUBLIC EDUCATION FUND
Employer identification number (EIN):	364279013
NAIC Classification:	611000