2023 Form 5500 filing — Man-U Service Contract Trust Fund

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 20241010094104NAL0040317666005) for Man-U Service Contract Trust Fund, reported by Man-U Service Contract Trust Fund C/O Benesys, Inc under EIN 54-1008444 and plan number 501. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$30.7MReported net assets$30,748,239
Participants1.2K1,224
Provider compensation$903.7K10 Schedule C row(s)$903,687
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010094104NAL0040317666005
Plan sponsor
Man-U Service Contract Trust Fund C/O Benesys, Inc
EIN
54-1008444
Plan number
501
Location
Columbia, MD
Received date
not reported in the loaded dataset
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)$32.1M total assets
Net assets$30.7MLiabilities$1.3M
Money in vs. money out
Total income / additions$17.5M
Total expenses$11.4M
Benefits paid / distributions$10.4M
Contributions
Employer$14.8M
Participant$18.8K
Full reported line items
Total assets (EOY)
$32,070,787
Total liabilities (EOY)
$1,322,548
Net assets (EOY)
$30,748,239
Employer contributions
$14,787,277
Participant contributions
$18,756
Total income / additions
$17,526,705
Benefits paid
$10,378,760
Administrative expenses
$1,034,112
Total expenses
$11,412,872
Net increase / (decrease)
$6,113,833

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benesys, IncNONE$306,599not reported in the loaded dataset
Carefirst Blue Cross / Blue SheildNONE$181,491not reported in the loaded dataset
Morgan Stanley/Graystone Group ConsNONE$79,267not reported in the loaded dataset
Turner, Leins & Gold, LLCNONE$77,428not reported in the loaded dataset
American Health Holding, Inc.NONE$64,456not reported in the loaded dataset
Markowitz & RichmondNONE$55,708not reported in the loaded dataset
Caremark/Cvs, Inc.NONE$49,296not reported in the loaded dataset
The Bolton GroupNONE$41,000not reported in the loaded dataset
Delta Dental Of PennsylvaniaNONE$30,007not reported in the loaded dataset
Segal Select Insurance Services IncNONE$18,435not reported in the loaded dataset

Related Form 5500 pages