2023 Form 5500 filing — Glenkirk Pension Plan And Trust
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 20250415102054NAL0006174146001) for Glenkirk Pension Plan And Trust, reported by Glenkirk under EIN 36-2345191 and plan number 003. It reports 259 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)$5.2MReported net assets$5,187,547
Participants259
Provider compensation$52.8K3 Schedule C row(s)$52,815
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415102054NAL0006174146001
- Plan sponsor
- Glenkirk
- EIN
- 36-2345191
- Plan number
- 003
- Location
- Chicago, IL
- 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)$5.2M total assets
Net assets$5.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,187,547
- Net assets (EOY)
- $5,187,547
- Employer contributions
- $159,042
- Participant contributions
- $333,798
- Total income / additions
- $1,041,861
- Benefits paid
- $320,262
- Administrative expenses
- $45,435
- Total expenses
- $365,697
- Net increase / (decrease)
- $676,164
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $27,716 | $0 |
| The Benefits Consulting Group, Inc. | CONTRACT ADMINISTRATOR | $17,719 | $7,380 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |