2023 Form 5500 filing — Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926110300NAL0000331203001) for Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts, reported by Marriott International, Inc. under EIN 52-2055918 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926110300NAL0000331203001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Marriott International, Inc.
- EIN
- 52-2055918
- Plan number
- 003
- Location
- Bethesda, MD
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,102,194,127
- Total liabilities (EOY)
- $12,866,562
- Net assets (EOY)
- $10,089,327,565
- Total income / additions
- $2,010,186,149
- Benefits paid
- $0
- Administrative expenses
- $10,843,379
- Total expenses
- $10,843,379
- Net increase / (decrease)
- $1,999,342,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Associates, Inc. | NONE | $4,382,305 | $0 |
| Dodge And Cox | NONE | $2,186,676 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $1,390,644 | not reported in the loaded dataset |
| Pzena Investment Management | NONE | $884,856 | not reported in the loaded dataset |
| Champlain Investment Partners | NONE | $790,905 | not reported in the loaded dataset |
| Lord Abbett And Co, LLC | NONE | $557,856 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $237,339 | $0 |
| Northern Trust Company | NONE | $177,937 | $0 |
| Mesirow Financial Investment Mgmt | NONE | $166,068 | not reported in the loaded dataset |
| State Street Global | NONE | $60,000 | $0 |