Plan5500

Maxxam Pension Plan — Form 5500 plan (Maxxam 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, Maxxam Pension Plan is a benefit plan reported by Maxxam Inc. under EIN 95-2078752 and plan number 002. The latest loaded filing year is 2023. The filing reports 670 participants and $29,533,441 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maxxam Inc.
EIN
95-2078752
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
670
End-of-year plan assets
$29,533,441

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023670H, C20250131102030NAL0001228835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,533,441
Total liabilities (EOY)
$0
Net assets (EOY)
$29,533,441
Net assets (BOY)
$33,465,808

Income & contributions

Total contributions
$0
Total income / additions
$4,473,185

Expenses & distributions

Benefits paid
$7,427,375
Administrative expenses
$978,177
Total expenses
$8,405,552
Net increase / (decrease)
-$3,932,367

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invst Instl OpsRECORDKEEPER$515,155not reported in the loaded dataset2023
UbsINVESTMENT MGMT$141,482not reported in the loaded dataset2023
Matrix Trust CompanyTRUSTEE/CUSTODY$45,717not reported in the loaded dataset2023

Related Form 5500 pages