Marmon Employees' Retirement Plan — Form 5500 plan (Marmon Holdings, 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, Marmon Employees' Retirement Plan is a benefit plan reported by Marmon Holdings, Inc under EIN 36-3104690 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,401 participants and $1,400,478,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marmon Holdings, Inc
- EIN
- 36-3104690
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 18,401
- End-of-year plan assets
- $1,400,478,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,401 | H, C | 20241014090741NAL0013037875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,400,478,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,400,478,891
- Net assets (BOY)
- $1,133,141,967
Income & contributions
- Employer contributions
- $56,407,650
- Participant contributions
- $50,802,104
- Total contributions
- $116,789,330
- Total income / additions
- $290,769,216
Expenses & distributions
- Benefits paid
- $123,315,128
- Administrative expenses
- $989,313
- Total expenses
- $124,716,453
- Net increase / (decrease)
- $166,052,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $791,170 | $0 | 2023 |
| Ernst & Young Us Llp | NONE | $124,148 | not reported in the loaded dataset | 2023 |
| Thompson Coburn Llp | NONE | $48,107 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE | $17,800 | not reported in the loaded dataset | 2023 |
| Neal Gerber & Eisenberg Llp | NONE | $5,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marmon Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Thompson Coburn Llp — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Neal Gerber & Eisenberg Llp — Schedule C compensation