2023 Form 5500 filing — Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 401(K) Retirement 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 20241015171216NAL0029216017001) for Rehabilitation Institute Of Chicago D/B/A Shirley Ryan Abilitylab 401(K) Retirement Savings Plan, reported by Rehabilitation Institute Of Chicago under EIN 36-2256036 and plan number 003. It reports 2,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015171216NAL0029216017001
Filing year
2023
Form type
2
Plan sponsor
Rehabilitation Institute Of Chicago
EIN
36-2256036
Plan number
003
Location
Chicago, IL
Participants
2,515
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$118,724,974
Total liabilities (EOY)
$0
Net assets (EOY)
$118,724,974
Employer contributions
$8,376,294
Participant contributions
$10,901,198
Total income / additions
$38,774,235
Benefits paid
$7,165,666
Administrative expenses
$336,198
Total expenses
$7,501,864
Net increase / (decrease)
$31,272,371
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$336,198$0
Northwestern Mutual Wealth Mgmt Co.INVESTMENT ADVISORY$0$79,445

Related Form 5500 pages