2023 Form 5500 filing — Mintz Levin Cohn Ferris Glovsky And Popeo Savings And Retirement 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 20250109104231NAL0020314288001) for Mintz Levin Cohn Ferris Glovsky And Popeo Savings And Retirement Plan, reported by Mintz Levin Cohn Ferris Glovsky And Popeo Pc under EIN 04-2718459 and plan number 004. It reports 1,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109104231NAL0020314288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mintz Levin Cohn Ferris Glovsky And Popeo Pc
- EIN
- 04-2718459
- Plan number
- 004
- Location
- Boston, MA
- Participants
- 1,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $676,243,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $676,243,696
- Employer contributions
- $15,216,543
- Participant contributions
- $18,739,611
- Total income / additions
- $163,597,047
- Benefits paid
- $52,597,381
- Administrative expenses
- $213,651
- Total expenses
- $52,891,673
- Net increase / (decrease)
- $110,705,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $90,429 | not reported in the loaded dataset |
| Fidelity Investments Inst Op Co LLC | NONE | $59,094 | $0 |