2023 Form 5500 filing — Marble Industry Annuity 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 20241010230202NAL0037279968001) for Marble Industry Annuity Trust Fund, reported by Board Of Trustees Of Marble under EIN 13-2967109 and plan number 074. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010230202NAL0037279968001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Marble
- EIN
- 13-2967109
- Plan number
- 074
- Location
- New York, NY
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,027,638
- Total liabilities (EOY)
- $207,505
- Net assets (EOY)
- $86,820,133
- Employer contributions
- $2,746,400
- Total income / additions
- $8,077,013
- Benefits paid
- $6,715,441
- Administrative expenses
- $264,854
- Total expenses
- $7,194,227
- Net increase / (decrease)
- $882,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Invesco National Trust Company | NONE | $80,672 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE | $61,604 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $52,381 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $44,244 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $41,026 | not reported in the loaded dataset |
| Marble Industry Trust Fund | RELATED BENEFIT PLAN | $39,769 | not reported in the loaded dataset |
| Daniel H. Cook Associates, Inc. | NONE | $39,324 | not reported in the loaded dataset |
| Quan-Vest Consultants Inc | NONE | $39,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $29,046 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $21,469 | not reported in the loaded dataset |
| Gould Kobrick & Schlapp, Pc | NONE | $21,308 | not reported in the loaded dataset |
| Venable Llp | UNION ATTORNEY | $16,000 | not reported in the loaded dataset |
| Colleran Ohara & Mills | UNION ATTORNEY | $12,000 | not reported in the loaded dataset |