2023 Form 5500 filing — Rockford Anesthesiologists Employee Retirement 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 20241002091803NAL0008586577001) for Rockford Anesthesiologists Employee Retirement Plan, reported by Rockford Anesthesiologists Associated, LLC under EIN 36-2476123 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002091803NAL0008586577001
Filing year
2023
Form type
2
Plan sponsor
Rockford Anesthesiologists Associated, LLC
EIN
36-2476123
Plan number
001
Location
Loves Park, IL
Participants
117
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$59,483,247
Total liabilities (EOY)
$2,700
Net assets (EOY)
$59,480,547
Employer contributions
$1,689,089
Participant contributions
$1,130,073
Total income / additions
$11,558,615
Benefits paid
$7,714,813
Administrative expenses
$76,281
Total expenses
$7,791,094
Net increase / (decrease)
$3,767,521
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliance Pension ConsultantsRECORDKEEPER$40,681not reported in the loaded dataset
Klaas FinancialADVISOR$35,600not reported in the loaded dataset

Related Form 5500 pages