Maritz Holdings Inc. Retirement Plan — Form 5500 plan (Maritz Holdings Inc.)
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, Maritz Holdings Inc. Retirement Plan is a benefit plan reported by Maritz Holdings Inc. under EIN 43-0393480 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,790 participants and $85,383,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maritz Holdings Inc.
- EIN
- 43-0393480
- Plan number
- 001
- Plan type
- 2
- Location
- Fenton, MO
- Latest filing year
- 2023
- Participants
- 1,790
- End-of-year plan assets
- $85,383,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,790 | H, C | 20241014153615NAL0045125968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,383,678
- Total liabilities (EOY)
- $375,786
- Net assets (EOY)
- $85,007,892
- Net assets (BOY)
- $75,896,214
Income & contributions
- Employer contributions
- $9,180,000
- Total contributions
- $9,180,000
- Total income / additions
- $18,022,278
Expenses & distributions
- Benefits paid
- $7,760,344
- Administrative expenses
- $1,150,256
- Total expenses
- $8,910,600
- Net increase / (decrease)
- $9,111,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sequoia Finacial Group, LLC | NONE | $138,117 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $45,599 | not reported in the loaded dataset | 2023 |
| Sun Life Investment Management | NONE | $34,223 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates | NONE | $32,277 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $13,023 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE | $11,253 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maritz Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Fenton, MO
- Sequoia Finacial Group, LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Sun Life Investment Management — Schedule C compensation
- Parametric Portfolio Associates — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation