Concentric Rockford Inc. Employees' Pension Plan — Form 5500 plan (Concentric Rockford 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, Concentric Rockford Inc. Employees' Pension Plan is a benefit plan reported by Concentric Rockford Inc. under EIN 36-3262177 and plan number 002. The latest loaded filing year is 2023. The filing reports 489 participants and $31,914,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concentric Rockford Inc.
- EIN
- 36-3262177
- Plan number
- 002
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $31,914,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241011142548NAL0012592723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,914,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,914,261
- Net assets (BOY)
- $30,087,017
Income & contributions
- Employer contributions
- $1,875,000
- Total contributions
- $1,875,000
- Total income / additions
- $4,105,383
Expenses & distributions
- Benefits paid
- $1,778,420
- Administrative expenses
- $499,719
- Total expenses
- $2,278,139
- Net increase / (decrease)
- $1,827,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $116,710 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $42,961 | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $15,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concentric Rockford Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Principal Global Investors, LLC — Schedule C compensation