The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan — Form 5500 plan (Rumpke Consolidated Companies, Inc.)
Plain-English plan 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, The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan is a benefit plan reported by Rumpke Consolidated Companies, Inc. under EIN 31-1247560 and plan number 002. The latest loaded filing year is 2023. The filing reports 696 participants and $74,082,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rumpke Consolidated Companies, Inc.
- EIN
- 31-1247560
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $74,082,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250213100345NAL0021954801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,082,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,082,124
- Net assets (BOY)
- $61,046,727
Income & contributions
- Employer contributions
- $12,000,000
- Total contributions
- $12,000,000
- Total income / additions
- $21,513,742
Expenses & distributions
- Benefits paid
- $7,840,792
- Administrative expenses
- $637,553
- Total expenses
- $8,478,345
- Net increase / (decrease)
- $13,035,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $66,395 | not reported in the loaded dataset | 2023 |
| Pension Corporation Of America | NONE | $5,201 | $16,586 | 2023 |
| Pca Investment Advisory Services | NONE | $15,981 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $15,168 | $639 | 2023 |
| Dean Dorton Allen Ford, Pllc | NONE | $14,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rumpke Consolidated Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Ascensus LLC — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation