Rockport Administrative Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Rockport Administrative Services, LLC (EIN 27-2831270) is a plan sponsor located in Glendale, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-2831270
Location
Glendale, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rockport Administrative Services, LLC

  • 3 loaded plans hold $16.6M in reported assets.
  • The largest, Rockport Clients 401(K) Plan And Trust, holds 64% of this company's reported plan assets.
  • Plans cover 7,232 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.1MSummed across loaded plans$20,146,366
Total reported assets$16.6M$16,633,799
Total reported participants7.2K7,232
Total reported liabilities$339.6K$339,583

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$20.1MLiabilities$339.6K
Contributions & income
Employer contributionsNot reported
Participant contributions$2.8M
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2.2M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets64%Rockport Clients 401(K) Plan And Trust
Participants per plan2,411Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 6,742 participants · 2023
  2. 2
    Plan #001 · 284 participants · 2023
  3. 3
    Rockport Administrative Services, LLC Health Plannot reported in the loaded dataset
    Plan #501 · 206 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rockport Administrative Services, LLC. Open one for its full reported snapshot.

  1. 2023
    Rockport Clients 401(K) Plan And Trust6,742 participants · 3Sch HSch C
    View filing →
  2. 2023
    Rockport Administrative Services, LLC 401(K) Plan284 participants · 2Sch HSch C
    View filing →
  3. 2023
    Rockport Clients 401(K) Plan And Trust7,987 participants · 3Sch HSch C
    View filing →
  4. 2023
    Rockport Administrative Services, LLC Health Plan206 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rockport Administrative Services, LLC report on Form 5500?
Rockport Administrative Services, LLC (EIN 27-2831270) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rockport Administrative Services, LLC?
The Employer Identification Number (EIN) reported for Rockport Administrative Services, LLC is 27-2831270.
What is the latest Form 5500 filing year for Rockport Administrative Services, LLC?
The latest loaded Form 5500 filing year for Rockport Administrative Services, LLC is 2023.

Related Form 5500 pages