2023 Form 5500 filing — Pen Agreement Rockford Powertrain Inc & Uaw And Its Local 803
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 20251015134425NAL0002386611001) for Pen Agreement Rockford Powertrain Inc & Uaw And Its Local 803, reported by Powertrain Rockford, Inc. under EIN 36-3585049 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015134425NAL0002386611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Powertrain Rockford, Inc.
- EIN
- 36-3585049
- Plan number
- 001
- Location
- Loves Park, IL
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,216,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,216,738
- Total income / additions
- $1,293,315
- Benefits paid
- $2,241,846
- Administrative expenses
- $213,938
- Total expenses
- $2,455,784
- Net increase / (decrease)
- -$1,162,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | NONE | $67,239 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $36,786 | not reported in the loaded dataset |
| Crowe Llp | NONE | $35,050 | not reported in the loaded dataset |
| Dickinson Wright Pllc | NONE | $16,039 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $14,956 | $0 |