The Mariners' Museum 403(B) Plan — Form 5500 plan (The Mariners' Museum)
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, The Mariners' Museum 403(B) Plan is a benefit plan reported by The Mariners' Museum under EIN 54-0541801 and plan number 003. The latest loaded filing year is 2023. The filing reports 136 participants and $5,931,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mariners' Museum
- EIN
- 54-0541801
- Plan number
- 003
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $5,931,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240812170628NAL0009593793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,931,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,931,454
- Net assets (BOY)
- $4,980,471
Income & contributions
- Employer contributions
- $179,877
- Participant contributions
- $496,668
- Total contributions
- $690,233
- Total income / additions
- $1,553,852
Expenses & distributions
- Benefits paid
- $548,020
- Administrative expenses
- $54,849
- Total expenses
- $602,869
- Net increase / (decrease)
- $950,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,850 | $0 | 2023 |
| Brown Edwards | ACCOUNTANT | $17,999 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $9,290 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mariners' Museum
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Principal Life Insurance Company — Schedule C compensation
- Brown Edwards — Schedule C compensation
- Osaic Wealth, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation