2023 Form 5500 filing — Rush University Medical Center 403(B) 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 20241015173120NAL0029257393001) for Rush University Medical Center 403(B) Retirement Savings Plan, reported by Rush University Medical Center under EIN 36-2174823 and plan number 004. It reports 18,262 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)$1.5BReported net assets$1,520,948,198
Participants18.3K18,262
Provider compensation$732.9K2 Schedule C row(s)$732,885
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015173120NAL0029257393001
- Plan sponsor
- Rush University Medical Center
- EIN
- 36-2174823
- Plan number
- 004
- 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)$1.5B total assets
Net assets$1.5BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,520,948,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,520,948,198
- Employer contributions
- $30,033,402
- Participant contributions
- $99,113,725
- Total income / additions
- $383,611,953
- Benefits paid
- $84,491,412
- Administrative expenses
- $731,100
- Total expenses
- $85,258,817
- Net increase / (decrease)
- $298,353,136
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $716,172 | $0 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $16,713 | not reported in the loaded dataset |