Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts — Form 5500 plan (Marriott International, 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, Marriott International, Inc. Pooled Investment Trust For Participant Directed Accounts is a benefit plan reported by Marriott International, Inc. under EIN 52-2055918 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $10,102,194,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marriott International, Inc.
- EIN
- 52-2055918
- Plan number
- 003
- Plan type
- 4
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $10,102,194,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240926110300NAL0000331203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,102,194,127
- Total liabilities (EOY)
- $12,866,562
- Net assets (EOY)
- $10,089,327,565
- Net assets (BOY)
- $8,155,131,620
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,010,186,149
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $10,843,379
- Total expenses
- $10,843,379
- Net increase / (decrease)
- $1,999,342,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Associates, Inc. | NONE | $4,382,305 | $0 | 2023 |
| Dodge And Cox | NONE | $2,186,676 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management | NONE | $1,390,644 | not reported in the loaded dataset | 2023 |
| Pzena Investment Management | NONE | $884,856 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners | NONE | $790,905 | not reported in the loaded dataset | 2023 |
| Lord Abbett And Co, LLC | NONE | $557,856 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $237,339 | $0 | 2023 |
| Northern Trust Company | NONE | $177,937 | $0 | 2023 |
| Mesirow Financial Investment Mgmt | NONE | $166,068 | not reported in the loaded dataset | 2023 |
| State Street Global | NONE | $60,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marriott International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- T Rowe Price Associates, Inc. — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Westfield Capital Management — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Lord Abbett And Co, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Mesirow Financial Investment Mgmt — Schedule C compensation
- State Street Global — Schedule C compensation