2023 Form 5500 filing — Magellan Usa 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 20241113114613NAL0028335248001) for Magellan Usa Retirement Plan, reported by Magellan Usa under EIN 31-1464954 and plan number 001. It reports 1,043 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113114613NAL0028335248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Magellan Usa
- EIN
- 31-1464954
- Plan number
- 001
- Location
- Middletown, OH
- Participants
- 1,043
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,419,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,419,851
- Employer contributions
- $1,041,447
- Participant contributions
- $3,739,183
- Total income / additions
- $17,901,618
- Benefits paid
- $6,800,907
- Administrative expenses
- $137,425
- Total expenses
- $6,940,448
- Net increase / (decrease)
- $10,961,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $151,183 | not reported in the loaded dataset |
| Efpr Group, Cpas, Pllc | ACCOUNTANT/AUDITOR | $14,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,058 | $0 |