2023 Form 5500 filing — Mitsubishi Electric U.S. Companies' Retirement Plan
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 20241009103712NAL0009112547001) for Mitsubishi Electric U.S. Companies' Retirement Plan, reported by Mitsubishi Electric Us, Inc. under EIN 33-0909808 and plan number 002. It reports 4,559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009103712NAL0009112547001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Mitsubishi Electric Us, Inc.
- EIN
- 33-0909808
- Plan number
- 002
- Location
- Cypress, CA
- Participants
- 4,559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $766,540,352
- Total liabilities (EOY)
- $37
- Net assets (EOY)
- $766,540,315
- Employer contributions
- $24,283,169
- Participant contributions
- $28,681,887
- Total income / additions
- $179,750,420
- Benefits paid
- $55,522,212
- Administrative expenses
- $225,064
- Total expenses
- $55,821,795
- Net increase / (decrease)
- $123,928,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $127,492 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $97,572 | $0 |