Maritz Holdings Inc. Employees' Investment Plan — Form 5500 plan (Maritz 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, Maritz Holdings Inc. Employees' Investment Plan is a benefit plan reported by Maritz Holdings Inc. under EIN 43-0393480 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,329 participants and $400,934,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maritz Holdings Inc.
- EIN
- 43-0393480
- Plan number
- 002
- Plan type
- 2
- Location
- Fenton, MO
- Latest filing year
- 2023
- Participants
- 3,329
- End-of-year plan assets
- $400,934,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,329 | H, C | 20241014141839NAL0015086451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $400,934,851
- Net assets (EOY)
- $400,934,851
- Net assets (BOY)
- $336,837,282
Income & contributions
- Employer contributions
- $6,048,943
- Participant contributions
- $14,249,555
- Total contributions
- $22,926,679
- Total income / additions
- $92,342,520
Expenses & distributions
- Benefits paid
- $28,028,235
- Administrative expenses
- $216,716
- Total expenses
- $28,244,951
- Net increase / (decrease)
- $64,097,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $156,716 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $0 | $0 | 2023 |
| Cohen & Steers | NONE | $0 | $0 | 2023 |
| Goldman Sach Funds | NONE | $0 | $0 | 2023 |
| Invesco Oppenheimer Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maritz Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Fenton, MO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Blackrock — Schedule C compensation
- Cohen & Steers — Schedule C compensation
- Goldman Sach Funds — Schedule C compensation
- Invesco Oppenheimer Funds — Schedule C compensation