2023 Form 5500 filing — Meba Pension Trust-Money Purchase Benefit 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 20241015174101NAL0015185587002) for Meba Pension Trust-Money Purchase Benefit Plan, reported by Board Of Trustees, Meba Pension Trust-Money Purchase Benefit under EIN 51-6029896 and plan number 003. It reports 3,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174101NAL0015185587002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Meba Pension Trust-Money Purchase Benefit
- EIN
- 51-6029896
- Plan number
- 003
- Location
- Baltimore, MD
- Participants
- 3,254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,672,780
- Total liabilities (EOY)
- $78,141
- Net assets (EOY)
- $269,594,639
- Employer contributions
- $14,883,090
- Total income / additions
- $57,679,399
- Benefits paid
- $17,396,860
- Administrative expenses
- $431,516
- Total expenses
- $17,828,376
- Net increase / (decrease)
- $39,851,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meba Medical And Benefits Plan | RELATED EMP. BEN. PLAN | $71,210 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | not reported in the loaded dataset | $49,653 | not reported in the loaded dataset |
| Fidelity Invsmts Inst Oper Co LLC | not reported in the loaded dataset | $47,975 | $0 |
| Nepc LLC | not reported in the loaded dataset | $47,087 | not reported in the loaded dataset |
| Concur Technologies, Inc | not reported in the loaded dataset | $33,561 | $0 |
| Morgan Lewis & Bockius Llp | not reported in the loaded dataset | $23,819 | not reported in the loaded dataset |
| Bucbhinder Tunick & Company Llp | not reported in the loaded dataset | $19,858 | not reported in the loaded dataset |