Jefferson Rehabilitation Center, Inc. Retirement Income Plan — Form 5500 plan (Jefferson Rehabilitation Center, Inc.)

Plain-English plan 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, Jefferson Rehabilitation Center, Inc. Retirement Income Plan is a benefit plan reported by Jefferson Rehabilitation Center, Inc. under EIN 16-1134631 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $21,797,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson Rehabilitation Center, Inc.
EIN
16-1134631
Plan number
001
Plan type
2
Location
Watertown, NY
Latest filing year
2023
Participants
526
End-of-year plan assets
$21,797,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023526H, C20251015083847NAL0004359713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,797,393
Total liabilities (EOY)
$0
Net assets (EOY)
$21,797,393
Net assets (BOY)
$23,142,947

Income & contributions

Employer contributions
$240,000
Total contributions
$240,000
Total income / additions
-$232,357

Expenses & distributions

Benefits paid
$1,111,019
Administrative expenses
$2,178
Total expenses
$1,113,197
Net increase / (decrease)
-$1,345,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,178$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages