2023 Form 5500 filing — Mitsubishi Chemical America Employees' Savings 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 20241015154054NAL0016781379001) for Mitsubishi Chemical America Employees' Savings Plan, reported by Mitsubishi Chemical America, Inc under EIN 52-2196843 and plan number 003. It reports 5,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154054NAL0016781379001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mitsubishi Chemical America, Inc
- EIN
- 52-2196843
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 5,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $648,255,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $648,255,150
- Employer contributions
- $19,679,985
- Participant contributions
- $26,137,717
- Total income / additions
- $122,863,437
- Benefits paid
- $81,956,329
- Administrative expenses
- $577,554
- Total expenses
- $82,707,948
- Net increase / (decrease)
- $40,155,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $383,087 | $0 |
| Sageview Advisory Group, LLC | OTHER | $101,340 | not reported in the loaded dataset |
| Liskow & Lewis | ATTORNEY | $36,239 | not reported in the loaded dataset |
| Pb Mares, Llp | NONE | $33,000 | not reported in the loaded dataset |