2023 Form 5500 filing — Riverside Healthcare 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010150803NAL0010170291001) for Riverside Healthcare 403(B) Retirement Plan, reported by Riverside Healthcare under EIN 36-3167726 and plan number 001. It reports 5,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150803NAL0010170291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Riverside Healthcare
- EIN
- 36-3167726
- Plan number
- 001
- Location
- Kankakee, IL
- Participants
- 5,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,661,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,661,919
- Employer contributions
- $0
- Participant contributions
- $12,315,979
- Total income / additions
- $38,356,550
- Benefits paid
- $16,184,165
- Administrative expenses
- $130,959
- Total expenses
- $16,391,839
- Net increase / (decrease)
- $21,964,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $81,252 | $0 |
| Mercer(Us) Inc. | INVESTMENT ADVISORY | $41,170 | not reported in the loaded dataset |
| Sikich Llp | AUDITOR | $6,207 | not reported in the loaded dataset |
| Akerman Senterfitt & Eidson Pa | ATTORNEY | $2,330 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $0 | $256 |
| Gwfs Equities Inc | BROKERAGE SERVICES | $0 | $0 |