2023 Form 5500 filing — Clearbrook Pension 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 20250414153527NAL0000834707001) for Clearbrook Pension Savings Plan, reported by Clearbrook under EIN 36-2420176 and plan number 002. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414153527NAL0000834707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearbrook
- EIN
- 36-2420176
- Plan number
- 002
- Location
- Arlington Heights, IL
- Participants
- 1,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,239,527
- Net assets (EOY)
- $26,239,527
- Employer contributions
- $1,260,208
- Participant contributions
- $1,211,897
- Total income / additions
- $5,152,859
- Benefits paid
- $1,466,625
- Administrative expenses
- $80,717
- Total expenses
- $1,560,083
- Net increase / (decrease)
- $3,592,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $77,736 | $0 |
| Variable Annuity Life Insurance Co | NONE | $2,981 | $0 |