2023 Form 5500 filing — Regional Mso LLC Savings 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 20241011144330NAL0012615971001) for Regional Mso LLC Savings Plan, reported by Regional Mso LLC under EIN 46-5155055 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144330NAL0012615971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Mso LLC
- EIN
- 46-5155055
- Plan number
- 001
- Location
- Staten Island, NY
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,732,160
- Total liabilities (EOY)
- $4,171
- Net assets (EOY)
- $18,727,989
- Employer contributions
- $0
- Participant contributions
- $498,635
- Total income / additions
- $3,302,025
- Benefits paid
- $4,843,424
- Administrative expenses
- $27,519
- Total expenses
- $4,875,114
- Net increase / (decrease)
- -$1,573,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $47,839 |
| Berdon Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$25,481 | $0 |