2023 Form 5500 filing — Mcwane Master Trust
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 20240925094458NAL0019514144001) for Mcwane Master Trust, reported by Mcwane, Inc. under EIN 63-0139000 and plan number 017. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925094458NAL0019514144001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mcwane, Inc.
- EIN
- 63-0139000
- Plan number
- 017
- Location
- Birmingham, AL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,359,714
- Total liabilities (EOY)
- $1,865,407
- Net assets (EOY)
- $163,494,307
- Total income / additions
- $10,098,082
- Benefits paid
- $0
- Administrative expenses
- $338,172
- Total expenses
- $338,172
- Net increase / (decrease)
- $9,759,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pbgc | NONE | $378,892 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $129,867 | not reported in the loaded dataset |
| Warren Averett, LLC | NONE | $106,000 | not reported in the loaded dataset |
| Highland Associates, Inc. | NONE | $93,743 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $53,789 | not reported in the loaded dataset |
| Wellington Trust Company, Na | NONE | $42,368 | not reported in the loaded dataset |
| Sterling Capital Management LLC | NONE | $25,257 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $7,192 | not reported in the loaded dataset |