2023 Form 5500 filing — Marmon Employees' Retirement 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 20241014090741NAL0013037875001) for Marmon Employees' Retirement Plan, reported by Marmon Holdings, Inc under EIN 36-3104690 and plan number 001. It reports 18,401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090741NAL0013037875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marmon Holdings, Inc
- EIN
- 36-3104690
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 18,401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,400,478,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,400,478,891
- Employer contributions
- $56,407,650
- Participant contributions
- $50,802,104
- Total income / additions
- $290,769,216
- Benefits paid
- $123,315,128
- Administrative expenses
- $989,313
- Total expenses
- $124,716,453
- Net increase / (decrease)
- $166,052,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $791,170 | $0 |
| Ernst & Young Us Llp | NONE | $124,148 | not reported in the loaded dataset |
| Thompson Coburn Llp | NONE | $48,107 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE | $17,800 | not reported in the loaded dataset |
| Neal Gerber & Eisenberg Llp | NONE | $5,288 | not reported in the loaded dataset |