Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan — Form 5500 plan (Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan)
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, Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan is a benefit plan reported by Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan under EIN 36-6067654 and plan number 001. The latest loaded filing year is 2023. The filing reports 728 participants and $50,099,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan
- EIN
- 36-6067654
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 728
- End-of-year plan assets
- $50,099,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 728 | H, C | 20241121093526NAL0000269299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,099,579
- Total liabilities (EOY)
- $20,500
- Net assets (EOY)
- $50,079,079
- Net assets (BOY)
- $46,791,774
Income & contributions
- Employer contributions
- $1,960,839
- Total contributions
- $1,960,839
- Total income / additions
- $7,286,269
Expenses & distributions
- Benefits paid
- $3,547,648
- Administrative expenses
- $451,316
- Total expenses
- $3,998,964
- Net increase / (decrease)
- $3,287,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cheiron, Inc. | NONE | $102,216 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch, Bennett, Cervone, Auer | NONE | $50,696 | not reported in the loaded dataset | 2023 |
| Marco Consulting Group | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $36,309 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $31,449 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,012 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rockford Area Dairy Industry Local 754 Ib Of T Retirement Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Cheiron, Inc. — Schedule C compensation
- Dowd, Bloch, Bennett, Cervone, Auer — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Amalgamated Bank — Schedule C compensation