2023 Form 5500 filing — Illinois Bone And Joint Institute, LLC Profit Sharing And Savings 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 20241015140719NAL0016581267001) for Illinois Bone And Joint Institute, LLC Profit Sharing And Savings Plan, reported by Illinois Bone And Joint Institute, LLC under EIN 20-3845479 and plan number 001. It reports 1,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140719NAL0016581267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois Bone And Joint Institute, LLC
- EIN
- 20-3845479
- Plan number
- 001
- Location
- Des Plaines, IL
- Participants
- 1,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,787,792
- Total liabilities (EOY)
- $1,335
- Net assets (EOY)
- $242,786,457
- Employer contributions
- $9,295,535
- Participant contributions
- $10,191,654
- Total income / additions
- $58,563,347
- Benefits paid
- $9,344,430
- Administrative expenses
- $151,496
- Total expenses
- $9,495,926
- Net increase / (decrease)
- $49,067,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investments | CONSULTANT | $98,558 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $38,391 | not reported in the loaded dataset |
| First American Bank | CONSULTANT | $26,621 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,499 | $0 |