2023 Form 5500 filing — Mcasf Local 725 Defined Contribution 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 20241014155241NAL0015246723001) for Mcasf Local 725 Defined Contribution Retirement Plan, reported by Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan under EIN 58-2490173 and plan number 003. It reports 1,495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155241NAL0015246723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan
- EIN
- 58-2490173
- Plan number
- 003
- Location
- Pembroke Pines, FL
- Participants
- 1,495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,949,637
- Total liabilities (EOY)
- $72,095
- Net assets (EOY)
- $64,877,542
- Employer contributions
- $1,756,459
- Participant contributions
- $1,206,351
- Total income / additions
- $10,564,677
- Benefits paid
- $2,131,022
- Administrative expenses
- $536,237
- Total expenses
- $2,667,259
- Net increase / (decrease)
- $7,897,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcasf Local 725 Service Corp | CAPTIVE SERVICE PROVIDER | $133,214 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | NONE KNOWN | $87,021 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $52,640 | not reported in the loaded dataset |
| Karpus Management, Inc. | NONE KNOWN | $48,332 | $0 |
| Bny Mellon Investment Adviser, Inc. | NONE KNOWN | $36,460 | $0 |
| Nepc, LLC | NONE KNOWN | $34,080 | not reported in the loaded dataset |
| Hessian & Mckasy, Pa | NONE KNOWN | $23,746 | not reported in the loaded dataset |
| Chartwell Investment Partners, LLC | NONE KNOWN | $21,951 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE KNOWN | $20,980 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE KNOWN | $15,830 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE KNOWN | $14,413 | $0 |
| Sawgrass Asset Management LLC | NONE KNOWN | $11,056 | $0 |
| American Graphics Printing Co. | NONE KNOWN | $10,195 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE KNOWN | $4,576 | $0 |