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REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB

EIN 36-2256036-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$420.6M assets
Welfare
1
$5.1M premiums
Participants
7,231
355 E ERIE STREET - CHICAGO, IL 606113015312-238-1000
Plans on this EIN
4 filings
#001TraditionalDB-$217.5M - 1,682 part#003401k-$149.7M - 2,850 part#002403b-$53.4M - 498 part#505Mixed-$5.1M - 2,343 lives

Retirement portfolio analytics

3 plans aggregated / $420.6M assets / 5,030 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • INSTITUTE OF CHICAGO (#001)52%
  • 401(K) RETIREMENT Savings (#003)36%
  • 403(B) RETIREMENT PLAN (#002)13%
Total $420.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)2,850
  • INSTITUTE OF CHICAGO (#001)1,682
  • 403(B) RETIREMENT PLAN (#002)498
Total 5,030Click row to drill in

Benefits portfolio analytics

1 plan / $5.1M premiums / 2,343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Life$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
  • Vision$251K
  • +1 more
Total $5.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • SETH KALKSTEIN35%
  • KEVIN M. OLSON24%
  • LOCKTON COMPANIES, LLC23%
  • E P AMATA18%
Total $139K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF REHABILITATION INSTITUTE OF CHICAGO

TraditionalDB

Assets$217.5M
Participants1,682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$149.7M
Participants2,850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN

403b

Assets$53.4M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

REHABILITATION INSTITUTE OF CHICAGO EMPLOYEE WELFARE PLAN

Mixed - BLUECROSS AND BLUESHIELD OF ILLINOIS

Premiums$5.1M
Covered lives2,343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF REHABILITATION INSTITUTE OF CHICAGOTraditionalDB$217.5M1,6822025
003REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN401k$149.7M2,8502024
002REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN403b$53.4M4982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505REHABILITATION INSTITUTE OF CHICAGO EMPLOYEE WELFARE PLANMixedBLUECROSS AND BLUESHIELD OF ILLINOIS$5.1M2,3432025
Retirement plans
Welfare plans
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