Marble Industry Annuity Trust Fund — Form 5500 plan (Board Of Trustees Of Marble)
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, Marble Industry Annuity Trust Fund is a benefit plan reported by Board Of Trustees Of Marble under EIN 13-2967109 and plan number 074. The latest loaded filing year is 2023. The filing reports 664 participants and $87,027,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Marble
- EIN
- 13-2967109
- Plan number
- 074
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 664
- End-of-year plan assets
- $87,027,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 664 | H, C | 20241010230202NAL0037279968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,027,638
- Total liabilities (EOY)
- $207,505
- Net assets (EOY)
- $86,820,133
- Net assets (BOY)
- $85,937,347
Income & contributions
- Employer contributions
- $2,746,400
- Total contributions
- $2,746,400
- Total income / additions
- $8,077,013
Expenses & distributions
- Benefits paid
- $6,715,441
- Administrative expenses
- $264,854
- Total expenses
- $7,194,227
- Net increase / (decrease)
- $882,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Invesco National Trust Company | NONE | $80,672 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE | $61,604 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $52,381 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $44,244 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $41,026 | not reported in the loaded dataset | 2023 |
| Marble Industry Trust Fund | RELATED BENEFIT PLAN | $39,769 | not reported in the loaded dataset | 2023 |
| Daniel H. Cook Associates, Inc. | NONE | $39,324 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants Inc | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $29,046 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $21,469 | not reported in the loaded dataset | 2023 |
| Gould Kobrick & Schlapp, Pc | NONE | $21,308 | not reported in the loaded dataset | 2023 |
| Venable Llp | UNION ATTORNEY | $16,000 | not reported in the loaded dataset | 2023 |
| Colleran Ohara & Mills | UNION ATTORNEY | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Marble
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Invesco National Trust Company — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Marble Industry Trust Fund — Schedule C compensation
- Daniel H. Cook Associates, Inc. — Schedule C compensation
- Quan-Vest Consultants Inc — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Gould Kobrick & Schlapp, Pc — Schedule C compensation
- Venable Llp — Schedule C compensation
- Colleran Ohara & Mills — Schedule C compensation