Rockford Pipe Trades Industry Pension Fund — Form 5500 plan (Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund)
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 Pipe Trades Industry Pension Fund is a benefit plan reported by Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund under EIN 37-6123990 and plan number 001. The latest loaded filing year is 2023. The filing reports 982 participants and $220,579,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund
- EIN
- 37-6123990
- Plan number
- 001
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 982
- End-of-year plan assets
- $220,579,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 982 | H, C | 20241111093635NAL0008593955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,579,022
- Total liabilities (EOY)
- $53,665
- Net assets (EOY)
- $220,525,357
- Net assets (BOY)
- $196,733,856
Income & contributions
- Employer contributions
- $8,664,769
- Total contributions
- $8,664,769
- Total income / additions
- $38,075,358
Expenses & distributions
- Benefits paid
- $13,784,633
- Administrative expenses
- $499,224
- Total expenses
- $14,283,857
- Net increase / (decrease)
- $23,791,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Svcs Of America | NONE | $127,593 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv. Advisors | NONE | $51,250 | not reported in the loaded dataset | 2023 |
| Smart Markets Fund, Lp | NONE | $49,093 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $45,588 | not reported in the loaded dataset | 2023 |
| Benefits Management Group, Inc. | NONE | $43,176 | not reported in the loaded dataset | 2023 |
| Stockbridge Niche Logistics Fd Lp | NONE | $39,071 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $38,803 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $34,450 | not reported in the loaded dataset | 2023 |
| Johnson & Krol LLC | NONE | $33,449 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $18,295 | $0 | 2023 |
| Ares Real Estate Income Fd Lp | NONE | $9,380 | not reported in the loaded dataset | 2023 |
| Benefit Trust Company | NONE | $5,542 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $1,025 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Rockford Pipe Trades Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- National Investment Svcs Of America — Schedule C compensation
- Strategic Capital Inv. Advisors — Schedule C compensation
- Smart Markets Fund, Lp — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Benefits Management Group, Inc. — Schedule C compensation
- Stockbridge Niche Logistics Fd Lp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Johnson & Krol LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Ares Real Estate Income Fd Lp — Schedule C compensation
- Benefit Trust Company — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation