Rehab Employee Services 401(K) Plan — Form 5500 plan (Rehab Employee Services, 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, Rehab Employee Services 401(K) Plan is a benefit plan reported by Rehab Employee Services, LLC under EIN 26-1209748 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,554 participants and $181,220,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rehab Employee Services, LLC
- EIN
- 26-1209748
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 8,554
- End-of-year plan assets
- $181,220,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,554 | H, C | 20241015131106NAL0014691859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,220,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,220,198
- Net assets (BOY)
- $148,752,984
Income & contributions
- Employer contributions
- $5,072,695
- Participant contributions
- $18,507,997
- Total contributions
- $25,701,358
- Total income / additions
- $52,680,612
Expenses & distributions
- Benefits paid
- $19,763,925
- Administrative expenses
- $449,473
- Total expenses
- $20,213,398
- Net increase / (decrease)
- $32,467,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $131,232 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $127,986 | not reported in the loaded dataset | 2023 |
| Ares Retirement Plan Services LLC | CONTRACT ADMIN | $88,987 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rehab Employee Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Ares Retirement Plan Services LLC — Schedule C compensation