2023 Form 5500 filing — Maritz Holdings Inc. 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 20241014153615NAL0045125968001) for Maritz Holdings Inc. Retirement Plan, reported by Maritz Holdings Inc. under EIN 43-0393480 and plan number 001. It reports 1,790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153615NAL0045125968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maritz Holdings Inc.
- EIN
- 43-0393480
- Plan number
- 001
- Location
- Fenton, MO
- Participants
- 1,790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,383,678
- Total liabilities (EOY)
- $375,786
- Net assets (EOY)
- $85,007,892
- Employer contributions
- $9,180,000
- Total income / additions
- $18,022,278
- Benefits paid
- $7,760,344
- Administrative expenses
- $1,150,256
- Total expenses
- $8,910,600
- Net increase / (decrease)
- $9,111,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sequoia Finacial Group, LLC | NONE | $138,117 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $45,599 | not reported in the loaded dataset |
| Sun Life Investment Management | NONE | $34,223 | not reported in the loaded dataset |
| Parametric Portfolio Associates | NONE | $32,277 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $13,023 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $11,253 | not reported in the loaded dataset |