Regional Mso LLC Savings Plan — Form 5500 plan (Regional Mso LLC)
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, Regional Mso LLC Savings Plan is a benefit plan reported by Regional Mso LLC under EIN 46-5155055 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $18,732,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional Mso LLC
- EIN
- 46-5155055
- Plan number
- 001
- Plan type
- 2
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $18,732,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241011144330NAL0012615971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,732,160
- Total liabilities (EOY)
- $4,171
- Net assets (EOY)
- $18,727,989
- Net assets (BOY)
- $20,301,078
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $498,635
- Total contributions
- $498,635
- Total income / additions
- $3,302,025
Expenses & distributions
- Benefits paid
- $4,843,424
- Administrative expenses
- $27,519
- Total expenses
- $4,875,114
- Net increase / (decrease)
- -$1,573,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $47,839 | 2023 |
| Berdon Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,481 | $0 | 2023 |