Plan5500

Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 403(B) Retirement Plan — Form 5500 plan (Rehabilitation Institute Of Chicago)

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, Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 403(B) Retirement Plan is a benefit plan reported by Rehabilitation Institute Of Chicago under EIN 36-2256036 and plan number 002. The latest loaded filing year is 2023. The filing reports 574 participants and $49,751,786 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.8MPlan net assets, end of year$49,751,786
Participants574Covered participants reported
Assets / participant$86.7KComputed: assets ÷ participants$86,676 (computed)
Provider compensation$81.7K3 Schedule C provider row(s)$81,697
Plan sponsor
Rehabilitation Institute Of Chicago
EIN
36-2256036
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023574H, C20241015164915NAL0048993984001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49.8M total assets
Net assets$49.8MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
EmployerNot reported
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$49,751,786
Total liabilities (EOY)
$0
Net assets (EOY)
$49,751,786
Net assets (BOY)
$45,351,286

Income & contributions

Participant contributions
$1,631,618
Total contributions
$1,700,046
Total income / additions
$8,833,794

Expenses & distributions

Benefits paid
$4,364,699
Administrative expenses
$68,595
Total expenses
$4,433,294
Net increase / (decrease)
$4,400,500
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,940$02023
Northwestern Mutual Wealth Mgmt Co.INVESTMENT ADVISORY$0$17,1892023
Transamerica Retirement SolutionsRECORD KEEPER$1,568$02023

Related Form 5500 pages