2023 Form 5500 filing — The Mohegan Retirement And 401(K) 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 20241011095626NAL0043872210005) for The Mohegan Retirement And 401(K) Plan, reported by The Mohegan Tribe Of Indians Of Connecticut under EIN 06-1436334 and plan number 001. It reports 7,974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095626NAL0043872210005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mohegan Tribe Of Indians Of Connecticut
- EIN
- 06-1436334
- Plan number
- 001
- Location
- Uncasville, CT
- Participants
- 7,974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $439,958,896
- Net assets (EOY)
- $439,958,896
- Employer contributions
- $5,574,571
- Participant contributions
- $21,216,197
- Total income / additions
- $97,150,919
- Benefits paid
- $25,549,254
- Administrative expenses
- $140,128
- Total expenses
- $25,835,407
- Net increase / (decrease)
- $71,315,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners LLC | NONE | $74,806 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $48,909 | not reported in the loaded dataset |
| Strother, John F | NONE | $15,963 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |