Mrci 403(B) Plan — Form 5500 plan (Mankato 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, Mrci 403(B) Plan is a benefit plan reported by Mankato Rehabilitation Center, Inc. under EIN 41-0736870 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,433 participants and $11,179,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mankato Rehabilitation Center, Inc.
EIN
41-0736870
Plan number
002
Plan type
2
Location
Mankato, MN
Latest filing year
2023
Participants
1,433
End-of-year plan assets
$11,179,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,433H, C20240930084407NAL0005336337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,179,903
Total liabilities (EOY)
$0
Net assets (EOY)
$11,179,903
Net assets (BOY)
$9,821,284

Income & contributions

Employer contributions
$386,475
Participant contributions
$533,846
Total contributions
$936,561
Total income / additions
$2,424,607

Expenses & distributions

Benefits paid
$1,016,113
Administrative expenses
$50,680
Total expenses
$1,065,988
Net increase / (decrease)
$1,358,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$26,643$02023
Capital Management Associates IncINVESTMENT ADVISOR$24,037not reported in the loaded dataset2023

Related Form 5500 pages