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  2. REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB
Sponsor portfolioTH

REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB

EIN 36-2256036-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
3
$402.0M assets
Welfare
1
$4.6M premiums
Participants
7,326
355 E. ERIE STREET - CHICAGO, IL 60611312-238-1000
Plans on this EIN
4 filings
#001TraditionalDB-$198.9M - 1,703 part#003401k-$149.7M - 2,850 part#002403b-$53.4M - 498 part#505Mixed-$4.6M - 2,481 lives

Retirement portfolio analytics

3 plans aggregated / $402.0M assets / 5,051 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • INSTITUTE OF CHICAGO (#001)49%
  • 401(K) RETIREMENT Savings (#003)37%
  • 403(B) RETIREMENT PLAN (#002)13%
Total $402.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)2,850
  • INSTITUTE OF CHICAGO (#001)1,703
  • 403(B) RETIREMENT PLAN (#002)498
Total 5,051Click row to drill in

Benefits portfolio analytics

1 plan / $4.6M premiums / 2,481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Life$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Vision$135K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • SETH KALKSTEIN36%
  • KEVIN M. OLSON27%
  • PAUL AMATA20%
  • LOCKTON COMPANIES, LLC17%
Total $123K4 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$198.9M
Participants1,703
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$4.6M
Covered lives2,481
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$198.9M1,7032024
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$4.6M2,4812024
Retirement plans
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