2023 Form 5500 filing — Cb&I Pension Plan For Clive Shop Employees
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 20241007143708NAL0027705456001) for Cb&I Pension Plan For Clive Shop Employees, reported by Mcdermott Investments, LLC under EIN 74-1032246 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007143708NAL0027705456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdermott Investments, LLC
- EIN
- 74-1032246
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,136,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,136,487
- Employer contributions
- $210,000
- Total income / additions
- $1,135,376
- Benefits paid
- $328,419
- Administrative expenses
- $188,158
- Total expenses
- $516,577
- Net increase / (decrease)
- $618,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $54,571 | $0 |
| Mercer | NONE | $37,527 | not reported in the loaded dataset |
| The Bank Of New York Mell | NONE | $36,880 | not reported in the loaded dataset |
| Calvetti Ferguson | NONE | $10,000 | not reported in the loaded dataset |