Riverside Healthcare 403(B) Retirement Plan — Form 5500 plan (Riverside Healthcare)
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, Riverside Healthcare 403(B) Retirement Plan is a benefit plan reported by Riverside Healthcare under EIN 36-3167726 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,308 participants and $175,661,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverside Healthcare
- EIN
- 36-3167726
- Plan number
- 001
- Plan type
- 2
- Location
- Kankakee, IL
- Latest filing year
- 2023
- Participants
- 5,308
- End-of-year plan assets
- $175,661,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,308 | H, C | 20241010150803NAL0010170291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,661,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,661,919
- Net assets (BOY)
- $153,697,208
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $12,315,979
- Total contributions
- $13,575,511
- Total income / additions
- $38,356,550
Expenses & distributions
- Benefits paid
- $16,184,165
- Administrative expenses
- $130,959
- Total expenses
- $16,391,839
- Net increase / (decrease)
- $21,964,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $81,252 | $0 | 2023 |
| Mercer(Us) Inc. | INVESTMENT ADVISORY | $41,170 | not reported in the loaded dataset | 2023 |
| Sikich Llp | AUDITOR | $6,207 | not reported in the loaded dataset | 2023 |
| Akerman Senterfitt & Eidson Pa | ATTORNEY | $2,330 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $0 | $256 | 2023 |
| Gwfs Equities Inc | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverside Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Kankakee, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Mercer(Us) Inc. — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Akerman Senterfitt & Eidson Pa — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation