Mariner Finance LLC 401k Plan — Form 5500 plan (Mariner Finance 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, Mariner Finance LLC 401k Plan is a benefit plan reported by Mariner Finance LLC under EIN 03-0433977 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,611 participants and $91,959,962 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$92MPlan net assets, end of year$91,959,962
Participants2.6KCovered participants reported2,611
Assets / participant$35.2KComputed: assets ÷ participants$35,220 (computed)
Provider compensation$309.5K3 Schedule C provider row(s)$309,468
- Plan sponsor
- Mariner Finance LLC
- EIN
- 03-0433977
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,611 | H, C | 20241009115548NAL0019127329001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$92M total assets
Net assets$92MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $91,959,962
- Net assets (EOY)
- $91,959,962
- Net assets (BOY)
- $74,973,496
Income & contributions
- Employer contributions
- $4,091,829
- Participant contributions
- $6,997,185
- Total contributions
- $12,750,275
- Total income / additions
- $25,688,520
Expenses & distributions
- Benefits paid
- $8,379,136
- Administrative expenses
- $309,468
- Total expenses
- $8,702,054
- Net increase / (decrease)
- $16,986,466
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $261,968 | $0 | 2023 |
| First Tennessee Brokerage | CONSULTING | $47,500 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |