Clearbrook Pension Savings Plan — Form 5500 plan (Clearbrook)

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, Clearbrook Pension Savings Plan is a benefit plan reported by Clearbrook under EIN 36-2420176 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,504 participants and $26,239,527 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clearbrook
EIN
36-2420176
Plan number
002
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023
Participants
1,504
End-of-year plan assets
$26,239,527

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,504H, C20250414153527NAL0000834707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,239,527
Net assets (EOY)
$26,239,527
Net assets (BOY)
$22,646,751

Income & contributions

Employer contributions
$1,260,208
Participant contributions
$1,211,897
Total contributions
$2,472,105
Total income / additions
$5,152,859

Expenses & distributions

Benefits paid
$1,466,625
Administrative expenses
$80,717
Total expenses
$1,560,083
Net increase / (decrease)
$3,592,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$77,736$02023
Variable Annuity Life Insurance CoNONE$2,981$02023

Related Form 5500 pages