Robins Kaplan Llp Cash Balance Pension Plan — Form 5500 plan (Robins Kaplan Llp)
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, Robins Kaplan Llp Cash Balance Pension Plan is a benefit plan reported by Robins Kaplan Llp under EIN 41-0719631 and plan number 026. The latest loaded filing year is 2023. The filing reports 171 participants and $47,375,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robins Kaplan Llp
- EIN
- 41-0719631
- Plan number
- 026
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $47,375,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241009140249NAL0009290323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,375,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,375,046
- Net assets (BOY)
- $36,147,067
Income & contributions
- Employer contributions
- $7,665,000
- Total contributions
- $7,665,000
- Total income / additions
- $12,164,188
Expenses & distributions
- Benefits paid
- $772,922
- Administrative expenses
- $163,287
- Total expenses
- $936,209
- Net increase / (decrease)
- $11,227,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $134,276 | $0 | 2023 |
| Sage Advisory Services, Ltd Co. | NONE | $29,011 | not reported in the loaded dataset | 2023 |