Plan5500

Glenkirk Pension Plan And Trust — Form 5500 plan (Glenkirk)

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, Glenkirk Pension Plan And Trust is a benefit plan reported by Glenkirk under EIN 36-2345191 and plan number 003. The latest loaded filing year is 2023. The filing reports 259 participants and $5,187,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Glenkirk
EIN
36-2345191
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
259
End-of-year plan assets
$5,187,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20250415102054NAL0006174146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,187,547
Net assets (EOY)
$5,187,547
Net assets (BOY)
$4,511,383

Income & contributions

Employer contributions
$159,042
Participant contributions
$333,798
Total contributions
$504,995
Total income / additions
$1,041,861

Expenses & distributions

Benefits paid
$320,262
Administrative expenses
$45,435
Total expenses
$365,697
Net increase / (decrease)
$676,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$27,716$02023
The Benefits Consulting Group, Inc.CONTRACT ADMINISTRATOR$17,719$7,3802023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages