Plan5500

Whitehall Company Ltd. Pension Trust — Form 5500 plan (Morris Holdings LLC)

Plain-English plan 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, Whitehall Company Ltd. Pension Trust is a benefit plan reported by Morris Holdings LLC under EIN 01-0627727 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $11,261,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morris Holdings LLC
EIN
01-0627727
Plan number
001
Plan type
2
Location
Mansfield, MA
Latest filing year
2023
Participants
184
End-of-year plan assets
$11,261,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241115154127NAL0000607475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,261,096
Total liabilities (EOY)
$7,604
Net assets (EOY)
$11,253,492
Net assets (BOY)
$11,691,399

Income & contributions

Total contributions
$0
Total income / additions
$845,807

Expenses & distributions

Benefits paid
$1,215,632
Administrative expenses
$68,082
Total expenses
$1,283,714
Net increase / (decrease)
-$437,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown Brothers HarrimanNONE$65,804$02023

Related Form 5500 pages