2023 Form 5500 filing — N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910103006NAL0006730737001) for N.A.N.I Physicians Services Profit Sharing And Retirement Saving Plan, reported by Nephrology Associates Of Northern Illinois And Indiana under EIN 36-2907660 and plan number 002. It reports 681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910103006NAL0006730737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nephrology Associates Of Northern Illinois And Indiana
- EIN
- 36-2907660
- Plan number
- 002
- Location
- Oak Brook, IL
- Participants
- 681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,344,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,344,902
- Employer contributions
- $6,308,371
- Participant contributions
- $4,323,616
- Total income / additions
- $33,121,243
- Benefits paid
- $6,760,850
- Administrative expenses
- $164,654
- Total expenses
- $6,948,472
- Net increase / (decrease)
- $26,172,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Solutions LLC | INVESTMENT ADVISOR | $97,339 | not reported in the loaded dataset |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $37,209 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $33,631 | $0 |