Man-U Service Contract Trust Fund — Form 5500 plan (Man-U Service Contract Trust Fund C/O Benesys, 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, Man-U Service Contract Trust Fund is a benefit plan reported by Man-U Service Contract Trust Fund C/O Benesys, Inc under EIN 54-1008444 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,224 participants and $32,070,787 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Man-U Service Contract Trust Fund C/O Benesys, Inc
EIN
54-1008444
Plan number
501
Plan type
1
Location
Columbia, MD
Latest filing year
2023
Participants
1,224
End-of-year plan assets
$32,070,787

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,224H, C20241010094104NAL0040317666005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,070,787
Total liabilities (EOY)
$1,322,548
Net assets (EOY)
$30,748,239
Net assets (BOY)
$24,634,406

Income & contributions

Employer contributions
$14,787,277
Participant contributions
$18,756
Total contributions
$14,814,341
Total income / additions
$17,526,705

Expenses & distributions

Benefits paid
$10,378,760
Administrative expenses
$1,034,112
Total expenses
$11,412,872
Net increase / (decrease)
$6,113,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, IncNONE$306,599not reported in the loaded dataset2023
Carefirst Blue Cross / Blue SheildNONE$181,491not reported in the loaded dataset2023
Morgan Stanley/Graystone Group ConsNONE$79,267not reported in the loaded dataset2023
Turner, Leins & Gold, LLCNONE$77,428not reported in the loaded dataset2023
American Health Holding, Inc.NONE$64,456not reported in the loaded dataset2023
Markowitz & RichmondNONE$55,708not reported in the loaded dataset2023
Caremark/Cvs, Inc.NONE$49,296not reported in the loaded dataset2023
The Bolton GroupNONE$41,000not reported in the loaded dataset2023
Delta Dental Of PennsylvaniaNONE$30,007not reported in the loaded dataset2023
Segal Select Insurance Services IncNONE$18,435not reported in the loaded dataset2023

Related Form 5500 pages