Tax Deferred Annuity Plan For Employees Of Mriglobal — Form 5500 plan (Mriglobal)

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, Tax Deferred Annuity Plan For Employees Of Mriglobal is a benefit plan reported by Mriglobal under EIN 44-0545878 and plan number 003. The latest loaded filing year is 2023. The filing reports 760 participants and $101,835,490 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$101.8MPlan net assets, end of year$101,835,490
Participants760Covered participants reported
Assets / participant$134KComputed: assets ÷ participants$133,994 (computed)
Provider compensationNone reported
Plan sponsor
Mriglobal
EIN
44-0545878
Plan number
003
Plan type
2
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023760H20241011131505NAL0010952563001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$101.8M total assets
Net assets$101.8MLiabilities$0
Money in vs. money out
Total income / additions$23.1M
Total expenses$9.9M
Benefits paid / distributions$9.8M
Contributions
Employer$2.9M
Participant$3.9M
Full reported line items

Net assets

Total assets (EOY)
$101,835,490
Total liabilities (EOY)
$0
Net assets (EOY)
$101,835,490
Net assets (BOY)
$88,647,439

Income & contributions

Employer contributions
$2,899,314
Participant contributions
$3,887,257
Total contributions
$7,098,922
Total income / additions
$23,103,238

Expenses & distributions

Benefits paid
$9,779,500
Administrative expenses
$131,429
Total expenses
$9,915,187
Net increase / (decrease)
$13,188,051
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages