Mcwane Master Trust — Form 5500 plan (Mcwane, 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, Mcwane Master Trust is a benefit plan reported by Mcwane, Inc. under EIN 63-0139000 and plan number 017. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $165,359,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcwane, Inc.
- EIN
- 63-0139000
- Plan number
- 017
- Plan type
- 4
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $165,359,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240925094458NAL0019514144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,359,714
- Total liabilities (EOY)
- $1,865,407
- Net assets (EOY)
- $163,494,307
- Net assets (BOY)
- $162,531,664
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,098,082
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $338,172
- Total expenses
- $338,172
- Net increase / (decrease)
- $9,759,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pbgc | NONE | $378,892 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $129,867 | not reported in the loaded dataset | 2023 |
| Warren Averett, LLC | NONE | $106,000 | not reported in the loaded dataset | 2023 |
| Highland Associates, Inc. | NONE | $93,743 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $53,789 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | NONE | $42,368 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management LLC | NONE | $25,257 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $7,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcwane, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Pbgc — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Warren Averett, LLC — Schedule C compensation
- Highland Associates, Inc. — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Sterling Capital Management LLC — Schedule C compensation
- Metlife Investment Management — Schedule C compensation