Robertson-Ceco Corporation Master Pension Plan — Form 5500 plan (Robertson-Ceco Ii Corporation)
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, Robertson-Ceco Corporation Master Pension Plan is a benefit plan reported by Robertson-Ceco Ii Corporation under EIN 36-3479146 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,646 participants and $31,701,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robertson-Ceco Ii Corporation
- EIN
- 36-3479146
- Plan number
- 001
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 1,646
- End-of-year plan assets
- $31,701,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,646 | H, C | 20241111102432NAL0009150259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,701,639
- Total liabilities (EOY)
- $258,345
- Net assets (EOY)
- $31,443,294
- Net assets (BOY)
- $25,493,551
Income & contributions
- Employer contributions
- $1,349,000
- Total contributions
- $1,349,000
- Total income / additions
- $3,582,684
Expenses & distributions
- Benefits paid
- $16,278,085
- Administrative expenses
- $1,019,142
- Total expenses
- $17,297,227
- Net increase / (decrease)
- -$13,714,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $517,700 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | NONE | $42,719 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting, Inc. | NONE | $31,222 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $30,857 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $22,170 | not reported in the loaded dataset | 2023 |
| Docu Scan Guys, LLC | NONE | $7,632 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robertson-Ceco Ii Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Cary, NC
- Fidelity Investments Institutional — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Cook Street Consulting, Inc. — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Docu Scan Guys, LLC — Schedule C compensation