2023 Form 5500 filing — Robins Kaplan Llp Cash Balance Pension Plan
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 20241009140249NAL0009290323001) for Robins Kaplan Llp Cash Balance Pension Plan, reported by Robins Kaplan Llp under EIN 41-0719631 and plan number 026. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140249NAL0009290323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robins Kaplan Llp
- EIN
- 41-0719631
- Plan number
- 026
- Location
- Minneapolis, MN
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,375,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,375,046
- Employer contributions
- $7,665,000
- Total income / additions
- $12,164,188
- Benefits paid
- $772,922
- Administrative expenses
- $163,287
- Total expenses
- $936,209
- Net increase / (decrease)
- $11,227,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $134,276 | $0 |
| Sage Advisory Services, Ltd Co. | NONE | $29,011 | not reported in the loaded dataset |