Roquette America, Inc. Retirement System — Form 5500 plan (Roquette America, Inc.)
Plain-English plan 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, Roquette America, Inc. Retirement System is a benefit plan reported by Roquette America, Inc. under EIN 13-3010351 and plan number 004. The latest loaded filing year is 2023. The filing reports 294 participants and $127,888,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roquette America, Inc.
- EIN
- 13-3010351
- Plan number
- 004
- Plan type
- 2
- Location
- Keokuk, IA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $127,888,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241011110544NAL0022630113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,888,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,888,259
- Net assets (BOY)
- $119,426,559
Income & contributions
- Employer contributions
- $3,650,168
- Participant contributions
- $3,949,907
- Total contributions
- $8,535,504
- Total income / additions
- $27,082,087
Expenses & distributions
- Benefits paid
- $18,689,071
- Administrative expenses
- $203,980
- Total expenses
- $18,893,051
- Net increase / (decrease)
- $8,189,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $203,481 | $0 | 2023 |
| Robert W Baird & Co Incorporated | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roquette America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Keokuk, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation