Marble,Tile And Terrazzo Workers Individual Account Fund — Form 5500 plan (Trustees Of The Marble,Tile And Terrazzo Workers)
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, Marble,Tile And Terrazzo Workers Individual Account Fund is a benefit plan reported by Trustees Of The Marble,Tile And Terrazzo Workers under EIN 52-1610630 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,222 participants and $9,157,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Marble,Tile And Terrazzo Workers
- EIN
- 52-1610630
- Plan number
- 001
- Plan type
- 1
- Location
- Laurel, MD
- Latest filing year
- 2023
- Participants
- 2,222
- End-of-year plan assets
- $9,157,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,222 | H, C | 20241015202035NAL0058048770002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,157,864
- Total liabilities (EOY)
- $4,338
- Net assets (EOY)
- $9,153,526
- Net assets (BOY)
- $8,448,562
Income & contributions
- Employer contributions
- $587,586
- Total contributions
- $587,586
- Total income / additions
- $1,163,694
Expenses & distributions
- Benefits paid
- $289,920
- Administrative expenses
- $168,810
- Total expenses
- $458,730
- Net increase / (decrease)
- $704,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Administrators & Consultants | NONE | $58,760 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $46,105 | $0 | 2023 |
| O'Donoghue & O'Donoghue | NONE | $18,051 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $12,866 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $8,500 | not reported in the loaded dataset | 2023 |
| Asb Capital | NONE | $6,643 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $6,642 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Marble,Tile And Terrazzo Workers
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Laurel, MD
- Beacon Administrators & Consultants — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Asb Capital — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation