Rockingham Group Retirement Plan — Form 5500 plan (Rockingham Insurance Company)
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, Rockingham Group Retirement Plan is a benefit plan reported by Rockingham Insurance Company under EIN 54-0837857 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $18,283,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockingham Insurance Company
- EIN
- 54-0837857
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $18,283,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240719090039NAL0011643120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,283,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,283,490
- Net assets (BOY)
- $16,481,098
Income & contributions
- Employer contributions
- $701,613
- Participant contributions
- $821,351
- Total contributions
- $1,601,820
- Total income / additions
- $4,379,479
Expenses & distributions
- Benefits paid
- $2,515,988
- Administrative expenses
- $61,099
- Total expenses
- $2,577,087
- Net increase / (decrease)
- $1,802,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,906 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |