2023 Form 5500 filing — Rockford Pipe Trades Industry 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917145020NAL0001172531001) for Rockford Pipe Trades Industry 401k Plan, reported by Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan under EIN 39-1951674 and plan number 002. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917145020NAL0001172531001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Of The Rockford Pipe Trades Industry 401k Plan
- EIN
- 39-1951674
- Plan number
- 002
- Location
- Rockford, IL
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,598,303
- Total liabilities (EOY)
- $425,087
- Net assets (EOY)
- $43,173,216
- Employer contributions
- $2,484,025
- Participant contributions
- $2,501,065
- Total income / additions
- $10,971,452
- Benefits paid
- $2,877,500
- Administrative expenses
- $153,770
- Total expenses
- $3,031,270
- Net increase / (decrease)
- $7,940,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $67,727 | $0 |
| Empower Advisory Group, LLC | NONE | $25,324 | not reported in the loaded dataset |
| Strategic Capital Inv. Advisors | NONE | $23,125 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $9,874 | not reported in the loaded dataset |
| Benefits Management Group, Inc. | NONE | $7,914 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $7,179 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $2,066 | $0 |