Rush Retirement Plan — Form 5500 plan (Rush University Medical Center)
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, Rush Retirement Plan is a benefit plan reported by Rush University Medical Center under EIN 36-2174823 and plan number 006. The latest loaded filing year is 2023. The filing reports 17,778 participants and $915,826,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rush University Medical Center
- EIN
- 36-2174823
- Plan number
- 006
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 17,778
- End-of-year plan assets
- $915,826,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,778 | H, C | 20241015184207NAL0049388624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $915,826,182
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $915,826,182
- Net assets (BOY)
- $871,945,362
Income & contributions
- Employer contributions
- $4,000,000
- Total contributions
- $4,000,000
- Total income / additions
- $97,532,686
Expenses & distributions
- Benefits paid
- $48,820,321
- Administrative expenses
- $4,831,545
- Total expenses
- $53,651,866
- Net increase / (decrease)
- $43,880,820
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vedder Price | NONE | $1,499,061 | $0 | 2023 |
| Pimco | NONE | $1,456,975 | $0 | 2023 |
| The Northern Trust Co | NONE | $573,832 | $0 | 2023 |
| Gardner Russo | NONE | $297,755 | $0 | 2023 |
| Silchester International Investors | NONE | $271,898 | $0 | 2023 |
| Nepc Consultants | NONE | $161,904 | $0 | 2023 |
| Keeley-Teton Advisors, LLC | NONE | $152,017 | $0 | 2023 |
| William Blair | NONE | $105,338 | $0 | 2023 |
| Factset Research Systems, Inc. | NONE | $87,668 | $0 | 2023 |
| Aberdeen | NONE | $65,909 | $0 | 2023 |
| Ssga Equal Weight | NONE | $36,332 | $0 | 2023 |
| Bloomberg | NONE | $16,340 | $0 | 2023 |
| Polunin | NONE | $9,752 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rush University Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Vedder Price — Schedule C compensation
- Pimco — Schedule C compensation
- The Northern Trust Co — Schedule C compensation
- Gardner Russo — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- Nepc Consultants — Schedule C compensation
- Keeley-Teton Advisors, LLC — Schedule C compensation
- William Blair — Schedule C compensation
- Factset Research Systems, Inc. — Schedule C compensation
- Aberdeen — Schedule C compensation
- Ssga Equal Weight — Schedule C compensation
- Bloomberg — Schedule C compensation
- Polunin — Schedule C compensation