2023 Form 5500 filing — Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 401(K) Retirement Savings 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 20241015171216NAL0029216017001) for Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 401(K) Retirement Savings Plan, reported by Rehabilitation Institute Of Chicago under EIN 36-2256036 and plan number 003. It reports 2,515 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)$118.7MReported net assets$118,724,974
Participants2.5K2,515
Provider compensation$415.6K2 Schedule C row(s)$415,643
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015171216NAL0029216017001
- Plan sponsor
- Rehabilitation Institute Of Chicago
- EIN
- 36-2256036
- Plan number
- 003
- 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)$118.7M total assets
Net assets$118.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $118,724,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,724,974
- Employer contributions
- $8,376,294
- Participant contributions
- $10,901,198
- Total income / additions
- $38,774,235
- Benefits paid
- $7,165,666
- Administrative expenses
- $336,198
- Total expenses
- $7,501,864
- Net increase / (decrease)
- $31,272,371
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $336,198 | $0 |
| Northwestern Mutual Wealth Mgmt Co. | INVESTMENT ADVISORY | $0 | $79,445 |