Management & Training Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Management & Training Corporation (EIN 87-0365322) is a plan sponsor located in Centerville, UT with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-0365322
Location
Centerville, UT
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$177.9MSummed across loaded plans$177,942,427
Total reported assets$177.9M$177,942,427
Total reported participants9.8K9,791
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$177.9M total assets
Net assets$177.9MLiabilities$0
Contributions & income
Employer contributions$5.2M
Participant contributions$11.5M
Total income / additions$43.2M
Expenses & distributions
Benefits paid / distributions$27.6M
Total expenses$28.2M
Net increase / (decrease)$15M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Management & Training Corporation Retirement Plan
Participants per plan3,264Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 7,236 participants · 2023
  2. 2
    Plan #501 · 2,376 participants · 2023
  3. 3
    Plan #503 · 179 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Management & Training Corporation
YearPlanParticipantsSchedulesFiling
2023Management & Training Corporation Retirement Plan7,236H, C20240905150814NAL0010456467001
2023Management & Training Corp. Employee Group Ins. Plan2,37620241008160255NAL0008553171001
2023Management & Training Corporation Flexible Spending Plan17920241008160546NAL0035326418001

Related Form 5500 pages