Training, Rehabilitation & Development Institute, 501 Health Plan — Form 5500 plan (Training Rehabilitation Development Institute, Inc.)
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, Training, Rehabilitation & Development Institute, 501 Health Plan is a benefit plan reported by Training Rehabilitation Development Institute, Inc. under EIN 74-2938051 and plan number 501. The latest loaded filing year is 2023. The filing reports 345 participants and $883,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Training Rehabilitation Development Institute, Inc.
- EIN
- 74-2938051
- Plan number
- 501
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20240109164659NAL0017773794001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $883,269
- Total liabilities (EOY)
- $361,267
- Net assets (EOY)
- $522,002
- Net assets (BOY)
- $494,896
Income & contributions
- Employer contributions
- $846,580
- Total contributions
- $846,580
- Total income / additions
- $847,807
Expenses & distributions
- Benefits paid
- $820,381
- Administrative expenses
- $320
- Total expenses
- $820,701
- Net increase / (decrease)
- $27,106
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc | not reported in the loaded dataset | $61,467 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc | not reported in the loaded dataset | not reported in the loaded dataset | $98 | 2023 |