2023 Form 5500 filing — Morgan Services, Inc. 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 20241012113327NAL0011720387001) for Morgan Services, Inc. Retirement Plan, reported by Morgan Services, Inc. under EIN 36-2904675 and plan number 030. It reports 1,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012113327NAL0011720387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan Services, Inc.
- EIN
- 36-2904675
- Plan number
- 030
- Location
- Chicago, IL
- Participants
- 1,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,403,425
- Total liabilities (EOY)
- $947,991
- Net assets (EOY)
- $26,455,434
- Employer contributions
- $300,000
- Total income / additions
- $4,371,434
- Benefits paid
- $18,400,820
- Administrative expenses
- $1,062,684
- Total expenses
- $19,463,504
- Net increase / (decrease)
- -$15,092,070
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc (Nj) | NONE | $571,285 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $127,624 | not reported in the loaded dataset |
| Bessemer Investment Management LLC | NONE | $35,526 | not reported in the loaded dataset |
| Straits Program Fee | NONE | $25,844 | not reported in the loaded dataset |
| J.P. Morgan Wealth Management | NONE | $21,009 | not reported in the loaded dataset |
| Verbatim Solutions LLC | NONE | $12,305 | not reported in the loaded dataset |