Mashantucket Pequot Tribe 401(K) Retirement Plan — Form 5500 plan (Mashantucket Pequot Tribe)

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, Mashantucket Pequot Tribe 401(K) Retirement Plan is a benefit plan reported by Mashantucket Pequot Tribe under EIN 06-0995554 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,790 participants and $402,860,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mashantucket Pequot Tribe
EIN
06-0995554
Plan number
001
Plan type
2
Location
Mashantucket, CT
Latest filing year
2023
Participants
5,790
End-of-year plan assets
$402,860,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,790H, C20240807130444NAL0002115187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$402,860,371
Total liabilities (EOY)
$0
Net assets (EOY)
$402,860,371
Net assets (BOY)
$367,462,871

Income & contributions

Employer contributions
$5,551,133
Participant contributions
$13,907,433
Total contributions
$19,937,459
Total income / additions
$68,181,969

Expenses & distributions

Benefits paid
$32,667,028
Administrative expenses
$78,101
Total expenses
$32,784,469
Net increase / (decrease)
$35,397,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Caron & Bletzer, PllcACCOUNTANT$36,975not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$31,570$02023
Robinson & Cole LlpOTHER$8,357not reported in the loaded dataset2023

Related Form 5500 pages