The Mid-America Management Corporation Retirement Savings Plan — Form 5500 plan (The Mid-America Management Corporation)

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, The Mid-America Management Corporation Retirement Savings Plan is a benefit plan reported by The Mid-America Management Corporation under EIN 34-1011870 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $10,324,102 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.3MPlan net assets, end of year$10,324,102
Participants184Covered participants reported
Assets / participant$56.1KComputed: assets ÷ participants$56,109 (computed)
Provider compensation$66.4K3 Schedule C provider row(s)$66,371
Plan sponsor
The Mid-America Management Corporation
EIN
34-1011870
Plan number
001
Plan type
2
Location
Beachwood, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241014124318NAL0014940547001
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$537.4K
Participant$697.3K
Full reported line items

Net assets

Total assets (EOY)
$10,324,102
Total liabilities (EOY)
$0
Net assets (EOY)
$10,324,102
Net assets (BOY)
$9,324,099

Income & contributions

Employer contributions
$537,411
Participant contributions
$697,285
Total contributions
$1,247,005
Total income / additions
$2,673,442

Expenses & distributions

Benefits paid
$1,614,385
Administrative expenses
$59,054
Total expenses
$1,673,439
Net increase / (decrease)
$1,000,003
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.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$32,483$02023
Global Retirement Partners LLCINVESTMENT ADVISOR$31,611not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$2,277not reported in the loaded dataset2023

Related Form 5500 pages