Mesirow Pooled Employer Plan — Form 5500 plan (Newport Group, 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, Mesirow Pooled Employer Plan is a benefit plan reported by Newport Group, Inc. under EIN 27-2037969 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,588 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Newport Group, Inc.
- EIN
- 27-2037969
- Plan number
- 008
- Plan type
- 3
- Location
- Folsom, CA
- Latest filing year
- 2023
- Participants
- 2,588
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,588 | H, C | 20241014104251NAL0025950065001 |
| 2023 | 1,500 | H, C | 20241014103605NAL0013145299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,138,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,138,500
- Net assets (BOY)
- $10,942,742
Income & contributions
- Employer contributions
- $1,034,609
- Participant contributions
- $2,648,193
- Total contributions
- $3,993,527
- Total income / additions
- $6,186,688
Expenses & distributions
- Benefits paid
- $1,113,780
- Administrative expenses
- $71,773
- Total expenses
- $1,210,719
- Net increase / (decrease)
- $4,975,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | PLAN SPONSOR | $39,853 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | NONE | $29,734 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | PLAN SPONSOR | $19,628 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | NONE | $19,415 | not reported in the loaded dataset | 2023 |