The Rehabilitation Center Retirement Plan — Form 5500 plan (Cattaraugus 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, The Rehabilitation Center Retirement Plan is a benefit plan reported by Cattaraugus Rehabilitation Center, Inc. under EIN 16-1291766 and plan number 002. The latest loaded filing year is 2023. The filing reports 618 participants and $10,063,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cattaraugus Rehabilitation Center, Inc.
EIN
16-1291766
Plan number
002
Plan type
2
Location
Olean, NY
Latest filing year
2023
Participants
618
End-of-year plan assets
$10,063,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023618H, C20241011092815NAL0021590049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,063,981
Net assets (EOY)
$10,063,981
Net assets (BOY)
$9,132,421

Income & contributions

Employer contributions
$277,385
Participant contributions
$491,620
Total contributions
$769,386
Total income / additions
$1,780,270

Expenses & distributions

Benefits paid
$823,374
Administrative expenses
$21,249
Total expenses
$848,710
Net increase / (decrease)
$931,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationNONE$20,818$02023
TiaaNONE$431$02023

Related Form 5500 pages