2023 Form 5500 filing — Roquette America Inc Bargaining Unit Savings 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 20241011111314NAL0012410483001) for Roquette America Inc Bargaining Unit Savings Plan, reported by Roquette America, Inc. under EIN 13-3010351 and plan number 005. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111314NAL0012410483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roquette America, Inc.
- EIN
- 13-3010351
- Plan number
- 005
- Location
- Keokuk, IA
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,089,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,089,230
- Employer contributions
- $1,105,433
- Participant contributions
- $857,673
- Total income / additions
- $6,053,987
- Benefits paid
- $3,598,403
- Administrative expenses
- $46,915
- Total expenses
- $3,645,318
- Net increase / (decrease)
- $2,408,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $31,915 | $0 |
| Robert W Baird & Co Incorporated | NONE | $15,000 | not reported in the loaded dataset |