2023 Form 5500 filing — Rockford Pipe Trades Industry Pension Fund
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 20241111093635NAL0008593955001) for Rockford Pipe Trades Industry Pension Fund, reported by Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund under EIN 37-6123990 and plan number 001. It reports 982 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111093635NAL0008593955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund
- EIN
- 37-6123990
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 982
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,579,022
- Total liabilities (EOY)
- $53,665
- Net assets (EOY)
- $220,525,357
- Employer contributions
- $8,664,769
- Total income / additions
- $38,075,358
- Benefits paid
- $13,784,633
- Administrative expenses
- $499,224
- Total expenses
- $14,283,857
- Net increase / (decrease)
- $23,791,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Svcs Of America | NONE | $127,593 | not reported in the loaded dataset |
| Strategic Capital Inv. Advisors | NONE | $51,250 | not reported in the loaded dataset |
| Smart Markets Fund, Lp | NONE | $49,093 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $45,588 | not reported in the loaded dataset |
| Benefits Management Group, Inc. | NONE | $43,176 | not reported in the loaded dataset |
| Stockbridge Niche Logistics Fd Lp | NONE | $39,071 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $38,803 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $34,450 | not reported in the loaded dataset |
| Johnson & Krol LLC | NONE | $33,449 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $18,295 | $0 |
| Ares Real Estate Income Fd Lp | NONE | $9,380 | not reported in the loaded dataset |
| Benefit Trust Company | NONE | $5,542 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $1,025 | $0 |