2023 Form 5500 filing — Masterbrand, Inc. Retirement Savings 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 20241001101601NAL0012096656001) for Masterbrand, Inc. Retirement Savings Plan, reported by Masterbrand, Inc. under EIN 88-3479920 and plan number 008. It reports 7,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101601NAL0012096656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masterbrand, Inc.
- EIN
- 88-3479920
- Plan number
- 008
- Location
- Beachwood, OH
- Participants
- 7,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $484,719,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $484,719,729
- Employer contributions
- $15,693,315
- Participant contributions
- $24,363,705
- Total income / additions
- $120,285,872
- Benefits paid
- $48,110,236
- Administrative expenses
- $644,824
- Total expenses
- $48,816,283
- Net increase / (decrease)
- $71,469,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $407,060 | $0 |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $117,423 | not reported in the loaded dataset |
| Financial Engines | ADVISOR | $59,031 | not reported in the loaded dataset |
| Rxresults, LLC | PLAN ADMINISTRATOR | $25,774 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset |
| Metlife Legal Plans, Inc. | PLAN ADMINISTRATOR | $18,794 | not reported in the loaded dataset |