Morgan Us Employees' Retirement Plan — Form 5500 plan (Morganite Industries, 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, Morgan Us Employees' Retirement Plan is a benefit plan reported by Morganite Industries, Inc. under EIN 56-1268548 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,695 participants and $135,910,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morganite Industries, Inc.
- EIN
- 56-1268548
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 2,695
- End-of-year plan assets
- $135,910,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,695 | H, C | 20240918152723NAL0004551585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,910,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,910,327
- Net assets (BOY)
- $136,488,243
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,620,238
Expenses & distributions
- Benefits paid
- $10,681,483
- Administrative expenses
- $516,671
- Total expenses
- $11,198,154
- Net increase / (decrease)
- -$577,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sun Life Capital Management | NONE | $163,610 | not reported in the loaded dataset | 2023 |
| Angicourt Capital Management | NONE | $137,741 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $128,994 | not reported in the loaded dataset | 2023 |
| State Street Trust | NONE | $46,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morganite Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Sun Life Capital Management — Schedule C compensation
- Angicourt Capital Management — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- State Street Trust — Schedule C compensation