Illinois Bone And Joint Institute, LLC Profit Sharing And Savings Plan — Form 5500 plan (Illinois Bone And Joint Institute, LLC)
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, Illinois Bone And Joint Institute, LLC Profit Sharing And Savings Plan is a benefit plan reported by Illinois Bone And Joint Institute, LLC under EIN 20-3845479 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,858 participants and $242,787,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Bone And Joint Institute, LLC
- EIN
- 20-3845479
- Plan number
- 001
- Plan type
- 2
- Location
- Des Plaines, IL
- Latest filing year
- 2023
- Participants
- 1,858
- End-of-year plan assets
- $242,787,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,858 | H, C | 20241015140719NAL0016581267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,787,792
- Total liabilities (EOY)
- $1,335
- Net assets (EOY)
- $242,786,457
- Net assets (BOY)
- $186,143,187
Income & contributions
- Employer contributions
- $9,295,535
- Participant contributions
- $10,191,654
- Total contributions
- $23,094,045
- Total income / additions
- $58,563,347
Expenses & distributions
- Benefits paid
- $9,344,430
- Administrative expenses
- $151,496
- Total expenses
- $9,495,926
- Net increase / (decrease)
- $49,067,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothschild Investments | CONSULTANT | $98,558 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $38,391 | not reported in the loaded dataset | 2023 |
| First American Bank | CONSULTANT | $26,621 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,499 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Illinois Bone And Joint Institute, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Des Plaines, IL
- Rothschild Investments — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- First American Bank — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation