2023 Form 5500 filing — The Maryland State Education Association Pension Plan And Trust
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 20250321123114NAL0008018177001) for The Maryland State Education Association Pension Plan And Trust, reported by Maryland State Education Association, Inc. under EIN 52-0607919 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321123114NAL0008018177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maryland State Education Association, Inc.
- EIN
- 52-0607919
- Plan number
- 002
- Location
- Annapolis, MD
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,734,863
- Total liabilities (EOY)
- $52,069
- Net assets (EOY)
- $52,682,794
- Employer contributions
- $3,091,726
- Participant contributions
- $319,089
- Total income / additions
- $7,565,068
- Benefits paid
- $1,721,419
- Administrative expenses
- $254,731
- Total expenses
- $1,976,150
- Net increase / (decrease)
- $5,588,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa, Inc. | NONE | $144,461 | not reported in the loaded dataset |
| Conrad Siegel | NONE | $35,404 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $19,000 | not reported in the loaded dataset |
| Isler Dare, Pc | NONE | $18,345 | not reported in the loaded dataset |
| U.S. Bancorp | NONE | $14,008 | $0 |