2023 Form 5500 filing — Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 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 20241015164915NAL0048993984001) for Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 403(B) Retirement Plan, reported by Rehabilitation Institute Of Chicago under EIN 36-2256036 and plan number 002. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.8MReported net assets$49,751,786
Participants574
Provider compensation$81.7K3 Schedule C row(s)$81,697
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015164915NAL0048993984001
Plan sponsor
Rehabilitation Institute Of Chicago
EIN
36-2256036
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.8M total assets
Net assets$49.8MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
EmployerNot reported
Participant$1.6M
Full reported line items
Total assets (EOY)
$49,751,786
Total liabilities (EOY)
$0
Net assets (EOY)
$49,751,786
Participant contributions
$1,631,618
Total income / additions
$8,833,794
Benefits paid
$4,364,699
Administrative expenses
$68,595
Total expenses
$4,433,294
Net increase / (decrease)
$4,400,500
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $62.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $17.2K
  3. 3
    RECORD KEEPER · Direct $1.6K · Indirect $0

Related Form 5500 pages