2023 Form 5500 filing — Maxxam Pension 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 20250131102030NAL0001228835001) for Maxxam Pension Plan, reported by Maxxam Inc. under EIN 95-2078752 and plan number 002. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131102030NAL0001228835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maxxam Inc.
- EIN
- 95-2078752
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,533,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,533,441
- Total income / additions
- $4,473,185
- Benefits paid
- $7,427,375
- Administrative expenses
- $978,177
- Total expenses
- $8,405,552
- Net increase / (decrease)
- -$3,932,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invst Instl Ops | RECORDKEEPER | $515,155 | not reported in the loaded dataset |
| Ubs | INVESTMENT MGMT | $141,482 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE/CUSTODY | $45,717 | not reported in the loaded dataset |