2023 Form 5500 filing — Mmm Holdings LLC 1081.01 Retirement Plan And Trust
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 20260121103715NAL0003346961001) for Mmm Holdings LLC 1081.01 Retirement Plan And Trust, reported by Mmm Holdings LLC under EIN 66-0588600 and plan number 001. It reports 3,852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260121103715NAL0003346961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mmm Holdings LLC
- EIN
- 66-0588600
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 3,852
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,126,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,126,392
- Employer contributions
- $3,398,446
- Participant contributions
- $8,246,753
- Total income / additions
- $18,777,014
- Benefits paid
- $2,915,754
- Administrative expenses
- $133,232
- Total expenses
- $2,915,686
- Net increase / (decrease)
- $15,861,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $130,982 | $0 |
| Morgan Stanley | INVEST ADV. | $59,558 | not reported in the loaded dataset |
| Oriental Bank & Trust | TRUSTEE | $33,638 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGT | $4,584 | not reported in the loaded dataset |