2023 Form 5500 filing — Construction Industry Retirement Fund Of Rockford
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 20250812170605NAL0004436835001) for Construction Industry Retirement Fund Of Rockford, reported by Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi under EIN 36-6131610 and plan number 001. It reports 11,267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812170605NAL0004436835001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi
- EIN
- 36-6131610
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 11,267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $564,072,893
- Total liabilities (EOY)
- $789,537
- Net assets (EOY)
- $563,283,356
- Employer contributions
- $30,858,626
- Total income / additions
- $132,183,919
- Benefits paid
- $41,558,301
- Administrative expenses
- $1,178,773
- Total expenses
- $42,737,074
- Net increase / (decrease)
- $89,446,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $298,262 | not reported in the loaded dataset |
| Tic Midwest, LLC | NONE | $147,420 | not reported in the loaded dataset |
| Williams Mccarthy, Llp | NONE | $136,873 | not reported in the loaded dataset |
| Dolan Mceniry Capital Management | NONE | $136,151 | not reported in the loaded dataset |
| Meketa Group | NONE | $125,000 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $94,837 | not reported in the loaded dataset |
| Construction Industy Welfare Fund | NONE | $87,665 | not reported in the loaded dataset |
| The Segal Company | NONE | $46,944 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $33,144 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $27,843 | $0 |