Rush University Medical Center 403(B) Retirement Savings Plan — Form 5500 plan (Rush University Medical Center)
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, Rush University Medical Center 403(B) Retirement Savings Plan is a benefit plan reported by Rush University Medical Center under EIN 36-2174823 and plan number 004. The latest loaded filing year is 2023. The filing reports 18,262 participants and $1,520,948,198 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.5BPlan net assets, end of year$1,520,948,198
Participants18.3KCovered participants reported18,262
Assets / participant$83.3KComputed: assets ÷ participants$83,285 (computed)
Provider compensation$732.9K2 Schedule C provider row(s)$732,885
- Plan sponsor
- Rush University Medical Center
- EIN
- 36-2174823
- Plan number
- 004
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,262 | H, C | 20241015173120NAL0029257393001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.5B total assets
Net assets$1.5BLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,520,948,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,520,948,198
- Net assets (BOY)
- $1,222,595,062
Income & contributions
- Employer contributions
- $30,033,402
- Participant contributions
- $99,113,725
- Total contributions
- $137,003,723
- Total income / additions
- $383,611,953
Expenses & distributions
- Benefits paid
- $84,491,412
- Administrative expenses
- $731,100
- Total expenses
- $85,258,817
- Net increase / (decrease)
- $298,353,136
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $716,172 | $0 | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $16,713 | not reported in the loaded dataset | 2023 |