Mfa Employees Retirement Plan — Form 5500 plan (Mfa Oil Company)
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, Mfa Employees Retirement Plan is a benefit plan reported by Mfa Oil Company under EIN 43-0415115 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,050 participants and $145,106,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mfa Oil Company
- EIN
- 43-0415115
- Plan number
- 001
- Plan type
- 3
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 2,050
- End-of-year plan assets
- $145,106,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,050 | H, C | 20250109093115NAL0020276336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,106,146
- Total liabilities (EOY)
- $38,889
- Net assets (EOY)
- $145,067,257
- Net assets (BOY)
- $130,332,943
Income & contributions
- Employer contributions
- $5,362,958
- Total contributions
- $5,362,958
- Total income / additions
- $23,266,834
Expenses & distributions
- Benefits paid
- $8,064,997
- Administrative expenses
- $467,523
- Total expenses
- $8,532,520
- Net increase / (decrease)
- $14,734,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt | SERVICE PROVIDER | $184,249 | not reported in the loaded dataset | 2023 |
| Mfa Incorporated | SERVICE PROVIDER | $88,442 | $71,896 | 2023 |
| John Hancock Retirement Plan Svcs | SERVICE PROVIDER | $76,253 | $0 | 2023 |
| Spencer Fane, Llp | SERVICE PROVIDER | $43,158 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | SERVICE PROVIDER | $16,958 | not reported in the loaded dataset | 2023 |
| Pension Consultants | SERVICE PROVIDER | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mfa Oil Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Aon Hewitt — Schedule C compensation
- Mfa Incorporated — Schedule C compensation
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Spencer Fane, Llp — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Pension Consultants — Schedule C compensation