2023 Form 5500 filing — Marble, Tile, And Terrazzo Workers Pension 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 20241015202035NAL0058048770003) for Marble, Tile, And Terrazzo Workers Pension Fund, reported by Board Of Trustees Of The Marble,Tile And Terrazzo under EIN 52-6117426 and plan number 001. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202035NAL0058048770003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Marble,Tile And Terrazzo
- EIN
- 52-6117426
- Plan number
- 001
- Location
- Laurel, MD
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,759,335
- Total liabilities (EOY)
- $176,110
- Net assets (EOY)
- $34,583,225
- Employer contributions
- $1,682,626
- Total income / additions
- $4,322,758
- Benefits paid
- $1,638,163
- Administrative expenses
- $499,612
- Total expenses
- $2,137,775
- Net increase / (decrease)
- $2,184,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Trust Company Na | NONE | $0 | $618,538 |
| Beacon Administrators & Consultants | NONE | $133,154 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,142 | not reported in the loaded dataset |
| Hardman Johnson Global Advisors LLC | NONE | $37,740 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $34,525 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $25,500 | not reported in the loaded dataset |
| Sierra Investment Partners Inc | NONE | $22,548 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $21,867 |
| Asb Capital | NONE | $20,306 | not reported in the loaded dataset |
| First Eagle Investment Management | NONE | $19,833 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $17,506 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $12,936 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $8,504 | not reported in the loaded dataset |