Rehab Jv, LLC, Dba Sheltering Arms Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rehab Jv, LLC, Dba Sheltering Arms Institute (EIN 81-4446403) is a plan sponsor located in Richmond, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-4446403
Location
Richmond, VA
Loaded plans
11
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rehab Jv, LLC, Dba Sheltering Arms Institute

  • 11 loaded plans hold $63.6M in reported assets.
  • The largest, Sheltering Arms 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,399 reported participants.
  • 1 of 11 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63.6MSummed across loaded plans$63,577,319
Total reported assets$63.6M$63,577,319
Total reported participants2.4K2,399
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$63.6M total assets
Net assets$63.6MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$3.6M
Total income / additions$15.2M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$11.5M

Data coverage

Plans with financial statements1 / 11 (9%)
Plans with provider compensation1 / 11 (9%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sheltering Arms 403(B) Retirement Plan
Participants per plan218Average across loaded plans
Loaded plans11
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 1,399 participants · 2023
  2. 2
    Sheltering Arms Medical Plannot reported in the loaded dataset
    Plan #501 · 100 participants · 2023
  3. 3
    Sheltering Arms Dental Plannot reported in the loaded dataset
    Plan #502 · 100 participants · 2023
  4. 4
    Sheltering Arms Life Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
  5. 5
    Sheltering Arms Ltd Plannot reported in the loaded dataset
    Plan #504 · 100 participants · 2023
  6. 6
    Sheltering Arms Vad&D Plannot reported in the loaded dataset
    Plan #505 · 100 participants · 2023
  7. 7
    Sheltering Arms Hospital 125 Benefit Plannot reported in the loaded dataset
    Plan #506 · 100 participants · 2023
  8. 8
    Sheltering Arms Std Plannot reported in the loaded dataset
    Plan #507 · 100 participants · 2023
  9. 9
    Sheltering Arms Vision Plannot reported in the loaded dataset
    Plan #508 · 100 participants · 2023
  10. 10
    Sheltering Arms Accident Plannot reported in the loaded dataset
    Plan #509 · 100 participants · 2023
  11. 11
    Shelthering Arms Critical Illness Plannot reported in the loaded dataset
    Plan #510 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rehab Jv, LLC, Dba Sheltering Arms Institute. Open one for its full reported snapshot.

  1. 2023
    Sheltering Arms Medical Plan100 participants · 2No schedules
    View filing →
  2. 2023
    Sheltering Arms Dental Plan100 participants · 2No schedules
    View filing →
  3. 2023
    Sheltering Arms Life Plan100 participants · 2No schedules
    View filing →
  4. 2023
    Sheltering Arms Ltd Plan100 participants · 2No schedules
    View filing →
  5. 2023
    Sheltering Arms Vad&D Plan100 participants · 2No schedules
    View filing →
  6. 2023
    Sheltering Arms Hospital 125 Benefit Plan100 participants · 2No schedules
    View filing →
  7. 2023
    Sheltering Arms Std Plan100 participants · 2No schedules
    View filing →
  8. 2023
    Sheltering Arms Vision Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rehab Jv, LLC, Dba Sheltering Arms Institute report on Form 5500?
Rehab Jv, LLC, Dba Sheltering Arms Institute (EIN 81-4446403) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rehab Jv, LLC, Dba Sheltering Arms Institute?
The Employer Identification Number (EIN) reported for Rehab Jv, LLC, Dba Sheltering Arms Institute is 81-4446403.
What is the latest Form 5500 filing year for Rehab Jv, LLC, Dba Sheltering Arms Institute?
The latest loaded Form 5500 filing year for Rehab Jv, LLC, Dba Sheltering Arms Institute is 2023.

Related Form 5500 pages