Marble, Tile, And Terrazzo Workers Pension Fund — Form 5500 plan (Board Of Trustees Of The Marble,Tile And Terrazzo)
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 Pension Fund is a benefit plan reported by Board Of Trustees Of The Marble,Tile And Terrazzo under EIN 52-6117426 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $34,759,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Marble,Tile And Terrazzo
- EIN
- 52-6117426
- Plan number
- 001
- Plan type
- 1
- Location
- Laurel, MD
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $34,759,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20241015202035NAL0058048770003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,759,335
- Total liabilities (EOY)
- $176,110
- Net assets (EOY)
- $34,583,225
- Net assets (BOY)
- $32,398,242
Income & contributions
- Employer contributions
- $1,682,626
- Total contributions
- $1,682,626
- Total income / additions
- $4,322,758
Expenses & distributions
- Benefits paid
- $1,638,163
- Administrative expenses
- $499,612
- Total expenses
- $2,137,775
- Net increase / (decrease)
- $2,184,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellington Trust Company Na | NONE | $0 | $618,538 | 2023 |
| Beacon Administrators & Consultants | NONE | $133,154 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,142 | not reported in the loaded dataset | 2023 |
| Hardman Johnson Global Advisors LLC | NONE | $37,740 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $34,525 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc | NONE | $22,548 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $21,867 | 2023 |
| Asb Capital | NONE | $20,306 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $19,833 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $17,506 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management Llp | NONE | $12,936 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $8,504 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Marble,Tile And Terrazzo
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Laurel, MD
- Wellington Trust Company Na — Schedule C compensation
- Beacon Administrators & Consultants — Schedule C compensation
- The Segal Company — Schedule C compensation
- Hardman Johnson Global Advisors LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Sierra Investment Partners Inc — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Asb Capital — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Wedge Capital Management Llp — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation