2023 Form 5500 filing — Mainfreight Usa Partnership 401(K) 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 20241014171739NAL0045457520001) for Mainfreight Usa Partnership 401(K) Retirement Plan, reported by Mainfreight Usa Partnership under EIN 98-0550250 and plan number 001. It reports 1,676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171739NAL0045457520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mainfreight Usa Partnership
- EIN
- 98-0550250
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 1,676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,043,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,043,064
- Employer contributions
- $2,012,112
- Participant contributions
- $6,106,947
- Total income / additions
- $16,135,416
- Benefits paid
- $5,687,977
- Administrative expenses
- $188,503
- Total expenses
- $5,880,194
- Net increase / (decrease)
- $10,255,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Benefits Corp | TPA | $19,241 | $27,287 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $3,052 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,052 | $0 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISOR | $2,235 | not reported in the loaded dataset |