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Joint Board of Trustees of Construction Industry of Rockford

Construction Industry Retirement Fund of Rockford
Form 5500 | Basic Information
Plan Information
Plan Year 11/01/2012 — 10/31/2013
Effective Date of Plan 09/14/1965
Net Assets as of 10/31/2013 $302,334,475
Plan Number 1
Plan Type Multi-Employer
Is the plan collectively bargained? Yes
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 10/31/2013
Active (Eligible) Participants 7,272
Retired or separated participants receiving benefits 557
Other retired or separated participants entitled to future benefits 0
Subtotal 7,829
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 15
Total 7,844
Total number of participants as of 11/01/2012 7,974
Number of participants with account balances 9,005
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address 6525 Centurion Drive
Lansing, MI 48917 -9275
Telephone (866) 266-9866
EIN 36-6131610
Industry Code 525100
Named Administrator Lori St. Clair

Audit Information
Audit Status Audited
Auditor Legacy Professionals LLP
Auditor EIN 32-0043599
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2G Total participant-directed account plan Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $500,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Yes  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period? No  
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No