Sia-K (Small/Mid Cap Growth) — Form 5500 plan (Massachusetts Mutual Life Insurance)

Plain-English plan 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, Sia-K (Small/Mid Cap Growth) is a benefit plan reported by Massachusetts Mutual Life Insurance under EIN 04-1590850 and plan number 046. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $11,644,757 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,470,774
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Massachusetts Mutual Life Insurance
EIN
04-1590850
Plan number
046
Plan type
4
Location
Springfield, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240930143924NAL0005662465001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.6M total assets
Net assets$11.5MLiabilities$174K
Money in vs. money out
Total income / additions-$260.2K
Total expenses$86.6K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$11,644,757
Total liabilities (EOY)
$173,983
Net assets (EOY)
$11,470,774
Net assets (BOY)
$11,610,440

Income & contributions

Total contributions
$0
Total income / additions
-$260,182

Expenses & distributions

Benefits paid
$0
Administrative expenses
$86,579
Total expenses
$86,579
Net increase / (decrease)
-$346,761
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages