2023 Form 5500 filing — Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension 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 20241121093526NAL0000269299001) for Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan, reported by Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan under EIN 36-6067654 and plan number 001. It reports 728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121093526NAL0000269299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan
- EIN
- 36-6067654
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,099,579
- Total liabilities (EOY)
- $20,500
- Net assets (EOY)
- $50,079,079
- Employer contributions
- $1,960,839
- Total income / additions
- $7,286,269
- Benefits paid
- $3,547,648
- Administrative expenses
- $451,316
- Total expenses
- $3,998,964
- Net increase / (decrease)
- $3,287,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cheiron, Inc. | NONE | $102,216 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett, Cervone, Auer | NONE | $50,696 | not reported in the loaded dataset |
| Marco Consulting Group | NONE | $50,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $36,309 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $31,449 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,012 | not reported in the loaded dataset |