2023 Form 5500 filing — Marble,Tile And Terrazzo Workers Individual Account Fund
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 20241015202035NAL0058048770002) for Marble,Tile And Terrazzo Workers Individual Account Fund, reported by Trustees Of The Marble,Tile And Terrazzo Workers under EIN 52-1610630 and plan number 001. It reports 2,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202035NAL0058048770002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Marble,Tile And Terrazzo Workers
- EIN
- 52-1610630
- Plan number
- 001
- Location
- Laurel, MD
- Participants
- 2,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,157,864
- Total liabilities (EOY)
- $4,338
- Net assets (EOY)
- $9,153,526
- Employer contributions
- $587,586
- Total income / additions
- $1,163,694
- Benefits paid
- $289,920
- Administrative expenses
- $168,810
- Total expenses
- $458,730
- Net increase / (decrease)
- $704,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $58,760 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $46,105 | $0 |
| O'Donoghue & O'Donoghue | NONE | $18,051 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $12,866 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $8,500 | not reported in the loaded dataset |
| Asb Capital | NONE | $6,643 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $6,642 | not reported in the loaded dataset |