2023 Form 5500 filing — The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit 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 20250213100345NAL0021954801001) for The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan, reported by Rumpke Consolidated Companies, Inc. under EIN 31-1247560 and plan number 002. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$74.1MReported net assets$74,082,124
Participants696
Provider compensation$134.2K5 Schedule C row(s)$134,170
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250213100345NAL0021954801001
Plan sponsor
Rumpke Consolidated Companies, Inc.
EIN
31-1247560
Plan number
002
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$74.1M total assets
Net assets$74.1MLiabilities$0
Money in vs. money out
Total income / additions$21.5M
Total expenses$8.5M
Benefits paid / distributions$7.8M
Contributions
Employer$12M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$74,082,124
Total liabilities (EOY)
$0
Net assets (EOY)
$74,082,124
Employer contributions
$12,000,000
Total income / additions
$21,513,742
Benefits paid
$7,840,792
Administrative expenses
$637,553
Total expenses
$8,478,345
Net increase / (decrease)
$13,035,397

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$66,395not reported in the loaded dataset
Pension Corporation Of AmericaNONE$5,201$16,586
Pca Investment Advisory ServicesNONE$15,981not reported in the loaded dataset
Charles Schwab Trust BankNONE$15,168$639
Dean Dorton Allen Ford, PllcNONE$14,200not reported in the loaded dataset

Related Form 5500 pages