2023 Form 5500 filing — Marubeni Group 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 20241010155907NAL0036364304001) for Marubeni Group Retirement Savings Plan, reported by Marubeni America Corporation under EIN 13-5643190 and plan number 334. It reports 1,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155907NAL0036364304001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marubeni America Corporation
- EIN
- 13-5643190
- Plan number
- 334
- Location
- Rego Park, NY
- Participants
- 1,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,592,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,592,503
- Employer contributions
- $3,715,317
- Participant contributions
- $8,161,617
- Total income / additions
- $38,420,571
- Benefits paid
- $16,320,579
- Administrative expenses
- $610,080
- Total expenses
- $16,976,069
- Net increase / (decrease)
- $21,444,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $386,492 | $0 |
| Fiducient Advisors LLC | NONE | $90,112 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $79,800 | not reported in the loaded dataset |
| Usi Consulting Group Inc | NONE | $53,676 | not reported in the loaded dataset |