Melwood Service Contract Act Retirement Plan — Form 5500 plan (Melwood Horticultural Training Center)
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, Melwood Service Contract Act Retirement Plan is a benefit plan reported by Melwood Horticultural Training Center under EIN 52-0857690 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,261 participants and $31,021,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Melwood Horticultural Training Center
- EIN
- 52-0857690
- Plan number
- 002
- Plan type
- 2
- Location
- Upper Marlboro, MD
- Latest filing year
- 2023
- Participants
- 1,261
- End-of-year plan assets
- $31,021,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,261 | H, C | 20250423160011NAL0009056560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,021,205
- Net assets (EOY)
- $31,021,205
- Net assets (BOY)
- $27,690,805
Income & contributions
- Employer contributions
- $855,747
- Participant contributions
- $504,937
- Total contributions
- $1,583,839
- Total income / additions
- $5,765,179
Expenses & distributions
- Benefits paid
- $2,300,043
- Administrative expenses
- $132,975
- Total expenses
- $2,434,779
- Net increase / (decrease)
- $3,330,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $104,249 | $0 | 2023 |
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY | $28,728 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Melwood Horticultural Training Center
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Upper Marlboro, MD
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- National Financial Services — Schedule C compensation