2023 Form 5500 filing — Mbi, Inc 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626093614NAL0011987936001) for Mbi, Inc 401(K) Plan, reported by Mbi, Inc. under EIN 06-0902721 and plan number 002. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$59.3MReported net assets$59,283,846
Participants473
Provider compensation$21.4K1 Schedule C row(s)$21,413
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240626093614NAL0011987936001
Plan sponsor
Mbi, Inc.
EIN
06-0902721
Plan number
002
Location
Norwalk, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$59.3M total assets
Net assets$59.3MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$3M
Benefits paid / distributions$3M
Contributions
EmployerNot reported
Participant$2.1M
Full reported line items
Total assets (EOY)
$59,283,846
Total liabilities (EOY)
$0
Net assets (EOY)
$59,283,846
Participant contributions
$2,066,977
Total income / additions
$10,851,194
Benefits paid
$2,966,557
Administrative expenses
$21,541
Total expenses
$2,988,098
Net increase / (decrease)
$7,863,096
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TRUSTEE · Direct $21.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626093614NAL0011987936001 cover?
It is the 2023 Form 5500 filing for Mbi, Inc 401(K) Plan, reported by Mbi, Inc. (EIN 06-0902721).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages