2023 Form 5500 filing — Maritz Holdings Inc. Employees' Investment 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 20241014141839NAL0015086451001) for Maritz Holdings Inc. Employees' Investment Plan, reported by Maritz Holdings Inc. under EIN 43-0393480 and plan number 002. It reports 3,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141839NAL0015086451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maritz Holdings Inc.
- EIN
- 43-0393480
- Plan number
- 002
- Location
- Fenton, MO
- Participants
- 3,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,934,851
- Net assets (EOY)
- $400,934,851
- Employer contributions
- $6,048,943
- Participant contributions
- $14,249,555
- Total income / additions
- $92,342,520
- Benefits paid
- $28,028,235
- Administrative expenses
- $216,716
- Total expenses
- $28,244,951
- Net increase / (decrease)
- $64,097,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $156,716 | not reported in the loaded dataset |
| Morgan Stanley Global Banking | NONE | $60,000 | not reported in the loaded dataset |
| Blackrock | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |
| Goldman Sach Funds | NONE | $0 | $0 |
| Invesco Oppenheimer Funds | NONE | $0 | $0 |