Morgan Services, Inc. Retirement Plan — Form 5500 plan (Morgan Services, 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, Morgan Services, Inc. Retirement Plan is a benefit plan reported by Morgan Services, Inc. under EIN 36-2904675 and plan number 030. The latest loaded filing year is 2023. The filing reports 1,167 participants and $27,403,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan Services, Inc.
- EIN
- 36-2904675
- Plan number
- 030
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,167
- End-of-year plan assets
- $27,403,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,167 | H, C | 20241012113327NAL0011720387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,403,425
- Total liabilities (EOY)
- $947,991
- Net assets (EOY)
- $26,455,434
- Net assets (BOY)
- $41,547,504
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,938
- Total income / additions
- $4,371,434
Expenses & distributions
- Benefits paid
- $18,400,820
- Administrative expenses
- $1,062,684
- Total expenses
- $19,463,504
- Net increase / (decrease)
- -$15,092,070
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc (Nj) | NONE | $571,285 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | NONE | $127,624 | not reported in the loaded dataset | 2023 |
| Bessemer Investment Management LLC | NONE | $35,526 | not reported in the loaded dataset | 2023 |
| Straits Program Fee | NONE | $25,844 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Wealth Management | NONE | $21,009 | not reported in the loaded dataset | 2023 |
| Verbatim Solutions LLC | NONE | $12,305 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morgan Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Aon Consulting Inc (Nj) — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Bessemer Investment Management LLC — Schedule C compensation
- Straits Program Fee — Schedule C compensation
- J.P. Morgan Wealth Management — Schedule C compensation
- Verbatim Solutions LLC — Schedule C compensation