Mitsui Sumitomo 401(K) Savings/Retirement Plan — Form 5500 plan (Mitsui Sumitomo Marine Management (U.S.A.), Inc.)
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, Mitsui Sumitomo 401(K) Savings/Retirement Plan is a benefit plan reported by Mitsui Sumitomo Marine Management (U.S.A.), Inc. under EIN 13-3429270 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $151,803,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitsui Sumitomo Marine Management (U.S.A.), Inc.
- EIN
- 13-3429270
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $151,803,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20240927141705NAL0004475954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,803,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,803,581
- Net assets (BOY)
- $122,827,235
Income & contributions
- Employer contributions
- $6,257,680
- Participant contributions
- $6,334,533
- Total contributions
- $13,981,677
- Total income / additions
- $36,969,532
Expenses & distributions
- Benefits paid
- $7,860,518
- Administrative expenses
- $132,668
- Total expenses
- $7,993,186
- Net increase / (decrease)
- $28,976,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Capital Group | PLAN ADMINISTRATOR | $64,597 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $50,115 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mitsui Sumitomo Marine Management (U.S.A.), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Warren, NJ
- Newport Capital Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation