The Mohegan Retirement And 401(K) Plan — Form 5500 plan (The Mohegan Tribe Of Indians Of Connecticut)
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, The Mohegan Retirement And 401(K) Plan is a benefit plan reported by The Mohegan Tribe Of Indians Of Connecticut under EIN 06-1436334 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,974 participants and $439,958,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mohegan Tribe Of Indians Of Connecticut
- EIN
- 06-1436334
- Plan number
- 001
- Plan type
- 2
- Location
- Uncasville, CT
- Latest filing year
- 2023
- Participants
- 7,974
- End-of-year plan assets
- $439,958,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,974 | H, C | 20241011095626NAL0043872210005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $439,958,896
- Net assets (EOY)
- $439,958,896
- Net assets (BOY)
- $368,643,384
Income & contributions
- Employer contributions
- $5,574,571
- Participant contributions
- $21,216,197
- Total contributions
- $28,238,698
- Total income / additions
- $97,150,919
Expenses & distributions
- Benefits paid
- $25,549,254
- Administrative expenses
- $140,128
- Total expenses
- $25,835,407
- Net increase / (decrease)
- $71,315,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cap Financial Partners LLC | NONE | $74,806 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $48,909 | not reported in the loaded dataset | 2023 |
| Strother, John F | NONE | $15,963 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mohegan Tribe Of Indians Of Connecticut
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Uncasville, CT
- Cap Financial Partners LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Strother, John F — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation