2023 Form 5500 filing — Morgan Us Employees' Retirement 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 20240918152723NAL0004551585001) for Morgan Us Employees' Retirement Plan, reported by Morganite Industries, Inc. under EIN 56-1268548 and plan number 001. It reports 2,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918152723NAL0004551585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morganite Industries, Inc.
- EIN
- 56-1268548
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 2,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,910,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,910,327
- Total income / additions
- $10,620,238
- Benefits paid
- $10,681,483
- Administrative expenses
- $516,671
- Total expenses
- $11,198,154
- Net increase / (decrease)
- -$577,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Capital Management | NONE | $163,610 | not reported in the loaded dataset |
| Angicourt Capital Management | NONE | $137,741 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $128,994 | not reported in the loaded dataset |
| State Street Trust | NONE | $46,724 | not reported in the loaded dataset |