Construction Industry Retirement Fund Of Rockford — Form 5500 plan (Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi)
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, Construction Industry Retirement Fund Of Rockford is a benefit plan reported by Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi under EIN 36-6131610 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,267 participants and $564,072,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi
- EIN
- 36-6131610
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 11,267
- End-of-year plan assets
- $564,072,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,267 | H, C | 20250812170605NAL0004436835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $564,072,893
- Total liabilities (EOY)
- $789,537
- Net assets (EOY)
- $563,283,356
- Net assets (BOY)
- $473,836,511
Income & contributions
- Employer contributions
- $30,858,626
- Total contributions
- $31,172,256
- Total income / additions
- $132,183,919
Expenses & distributions
- Benefits paid
- $41,558,301
- Administrative expenses
- $1,178,773
- Total expenses
- $42,737,074
- Net increase / (decrease)
- $89,446,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $298,262 | not reported in the loaded dataset | 2023 |
| Tic Midwest, LLC | NONE | $147,420 | not reported in the loaded dataset | 2023 |
| Williams Mccarthy, Llp | NONE | $136,873 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital Management | NONE | $136,151 | not reported in the loaded dataset | 2023 |
| Meketa Group | NONE | $125,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $94,837 | not reported in the loaded dataset | 2023 |
| Construction Industy Welfare Fund | NONE | $87,665 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $46,944 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $33,144 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $27,843 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Principal Financial Group — Schedule C compensation
- Tic Midwest, LLC — Schedule C compensation
- Williams Mccarthy, Llp — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation
- Meketa Group — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Construction Industy Welfare Fund — Schedule C compensation
- The Segal Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation