Rockford Anesthesiologists Employee Retirement Plan — Form 5500 plan (Rockford Anesthesiologists Associated, 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, Rockford Anesthesiologists Employee Retirement Plan is a benefit plan reported by Rockford Anesthesiologists Associated, LLC under EIN 36-2476123 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $59,483,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rockford Anesthesiologists Associated, LLC
EIN
36-2476123
Plan number
001
Plan type
2
Location
Loves Park, IL
Latest filing year
2023
Participants
117
End-of-year plan assets
$59,483,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20241002091803NAL0008586577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,483,247
Total liabilities (EOY)
$2,700
Net assets (EOY)
$59,480,547
Net assets (BOY)
$55,713,026

Income & contributions

Employer contributions
$1,689,089
Participant contributions
$1,130,073
Total contributions
$3,137,962
Total income / additions
$11,558,615

Expenses & distributions

Benefits paid
$7,714,813
Administrative expenses
$76,281
Total expenses
$7,791,094
Net increase / (decrease)
$3,767,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Pension ConsultantsRECORDKEEPER$40,681not reported in the loaded dataset2023
Klaas FinancialADVISOR$35,600not reported in the loaded dataset2023

Related Form 5500 pages