Pen Agreement Rockford Powertrain Inc & Uaw And Its Local 803 — Form 5500 plan (Powertrain 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, Pen Agreement Rockford Powertrain Inc & Uaw And Its Local 803 is a benefit plan reported by Powertrain Rockford, Inc. under EIN 36-3585049 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $19,216,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Powertrain Rockford, Inc.
- EIN
- 36-3585049
- Plan number
- 001
- Plan type
- 2
- Location
- Loves Park, IL
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $19,216,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20251015134425NAL0002386611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,216,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,216,738
- Net assets (BOY)
- $20,379,207
Income & contributions
- Total contributions
- $13,443
- Total income / additions
- $1,293,315
Expenses & distributions
- Benefits paid
- $2,241,846
- Administrative expenses
- $213,938
- Total expenses
- $2,455,784
- Net increase / (decrease)
- -$1,162,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $67,239 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $36,786 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $35,050 | not reported in the loaded dataset | 2023 |
| Dickinson Wright Pllc | NONE | $16,039 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $14,956 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Powertrain Rockford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Loves Park, IL
- The Bank Of New York Mellon — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Dickinson Wright Pllc — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation