Plan Snapshot
- Plan Sponsor: Rush-Copley Medical Center
- Sponsor EIN: 363193787
- Sponsor Address: 2000 OGDEN AVE. HUMAN RESOURCES, AURORA, IL, 60504
- Plan Type: 403(b)
- Total Participants: 134
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $7.3M | $0 | $0 |
| 2023 | 136 | $7.7M | $0 | $0 |
| 2022 | 162 | $7.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $27,481 | $7,300 | $3,198 | — | — |
| 2023 | $25,450 | $7,300 | $18,100 | — | — |
| 2022 | $20,003 | $7,300 | — | — | — |