2023 Form 5500 filing — Mtm/Mata Employee Benefits 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 20241015111349NAL0014461987001) for Mtm/Mata Employee Benefits Plan, reported by Mid-South Transportation Management, Inc. under EIN 62-1164500 and plan number 001. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111349NAL0014461987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-South Transportation Management, Inc.
- EIN
- 62-1164500
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,700,299
- Total liabilities (EOY)
- $1,214,733
- Net assets (EOY)
- $112,485,566
- Employer contributions
- $515,716
- Total income / additions
- $17,705,134
- Benefits paid
- $8,781,659
- Administrative expenses
- $904,662
- Total expenses
- $9,686,321
- Net increase / (decrease)
- $8,018,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Advisors | ACTURIAL | $122,139 | not reported in the loaded dataset |
| Segal Marco Advisors | CONSULTING | $75,000 | not reported in the loaded dataset |
| Wasatch Advisors | FIDUCIARY | $52,371 | not reported in the loaded dataset |
| Bank Of America | FIDUCIARY | $32,486 | not reported in the loaded dataset |
| Banks,Finley,White&Co. | AUDITOR | $27,803 | not reported in the loaded dataset |
| Evans Petree | ACCOUNTING | $18,151 | not reported in the loaded dataset |
| Boyle Ins. Agency | INSURANCE | $11,892 | not reported in the loaded dataset |
| New South Cap Mgmt | FIDUCIARY | $11,074 | not reported in the loaded dataset |
| Xponance (Piedmont) | ACCOUNTING | $9,945 | not reported in the loaded dataset |
| Fouts & Morgan Cpa | ACCOUNTING | $8,415 | not reported in the loaded dataset |