2023 Form 5500 filing — Rush 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 20241015184207NAL0049388624001) for Rush Retirement Plan, reported by Rush University Medical Center under EIN 36-2174823 and plan number 006. It reports 17,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184207NAL0049388624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rush University Medical Center
- EIN
- 36-2174823
- Plan number
- 006
- Location
- Chicago, IL
- Participants
- 17,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $915,826,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $915,826,182
- Employer contributions
- $4,000,000
- Total income / additions
- $97,532,686
- Benefits paid
- $48,820,321
- Administrative expenses
- $4,831,545
- Total expenses
- $53,651,866
- Net increase / (decrease)
- $43,880,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vedder Price | NONE | $1,499,061 | $0 |
| Pimco | NONE | $1,456,975 | $0 |
| The Northern Trust Co | NONE | $573,832 | $0 |
| Gardner Russo | NONE | $297,755 | $0 |
| Silchester International Investors | NONE | $271,898 | $0 |
| Nepc Consultants | NONE | $161,904 | $0 |
| Keeley-Teton Advisors, LLC | NONE | $152,017 | $0 |
| William Blair | NONE | $105,338 | $0 |
| Factset Research Systems, Inc. | NONE | $87,668 | $0 |
| Aberdeen | NONE | $65,909 | $0 |
| Ssga Equal Weight | NONE | $36,332 | $0 |
| Bloomberg | NONE | $16,340 | $0 |
| Polunin | NONE | $9,752 | $0 |