N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan — Form 5500 plan (Nephrology Associates Of Northern Illinois And Indiana)
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, N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan is a benefit plan reported by Nephrology Associates Of Northern Illinois And Indiana under EIN 36-2907660 and plan number 002. The latest loaded filing year is 2023. The filing reports 681 participants and $165,344,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nephrology Associates Of Northern Illinois And Indiana
- EIN
- 36-2907660
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 681
- End-of-year plan assets
- $165,344,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 681 | H, C | 20240910103006NAL0006730737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,344,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,344,902
- Net assets (BOY)
- $139,172,131
Income & contributions
- Employer contributions
- $6,308,371
- Participant contributions
- $4,323,616
- Total contributions
- $11,016,135
- Total income / additions
- $33,121,243
Expenses & distributions
- Benefits paid
- $6,760,850
- Administrative expenses
- $164,654
- Total expenses
- $6,948,472
- Net increase / (decrease)
- $26,172,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Solutions LLC | INVESTMENT ADVISOR | $97,339 | not reported in the loaded dataset | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $37,209 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $33,631 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nephrology Associates Of Northern Illinois And Indiana
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Financial Solutions LLC — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation
- Capital Group Retirement Plan Serv. — Schedule C compensation