The Maryland State Education Association Pension Plan And Trust — Form 5500 plan (Maryland State Education Association, 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, The Maryland State Education Association Pension Plan And Trust is a benefit plan reported by Maryland State Education Association, Inc. under EIN 52-0607919 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $52,734,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryland State Education Association, Inc.
- EIN
- 52-0607919
- Plan number
- 002
- Plan type
- 2
- Location
- Annapolis, MD
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $52,734,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20250321123114NAL0008018177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,734,863
- Total liabilities (EOY)
- $52,069
- Net assets (EOY)
- $52,682,794
- Net assets (BOY)
- $47,093,876
Income & contributions
- Employer contributions
- $3,091,726
- Participant contributions
- $319,089
- Total contributions
- $3,410,815
- Total income / additions
- $7,565,068
Expenses & distributions
- Benefits paid
- $1,721,419
- Administrative expenses
- $254,731
- Total expenses
- $1,976,150
- Net increase / (decrease)
- $5,588,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa, Inc. | NONE | $144,461 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $35,404 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Isler Dare, Pc | NONE | $18,345 | not reported in the loaded dataset | 2023 |
| U.S. Bancorp | NONE | $14,008 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maryland State Education Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Annapolis, MD
- Aon Investments Usa, Inc. — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Isler Dare, Pc — Schedule C compensation
- U.S. Bancorp — Schedule C compensation