Mtm/Mata Employee Benefits Plan — Form 5500 plan (Mid-South Transportation Management, 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, Mtm/Mata Employee Benefits Plan is a benefit plan reported by Mid-South Transportation Management, Inc. under EIN 62-1164500 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $113,700,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-South Transportation Management, Inc.
- EIN
- 62-1164500
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 786
- End-of-year plan assets
- $113,700,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 786 | H, C | 20241015111349NAL0014461987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,700,299
- Total liabilities (EOY)
- $1,214,733
- Net assets (EOY)
- $112,485,566
- Net assets (BOY)
- $104,466,753
Income & contributions
- Employer contributions
- $515,716
- Total contributions
- $515,716
- Total income / additions
- $17,705,134
Expenses & distributions
- Benefits paid
- $8,781,659
- Administrative expenses
- $904,662
- Total expenses
- $9,686,321
- Net increase / (decrease)
- $8,018,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Advisors | ACTURIAL | $122,139 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | CONSULTING | $75,000 | not reported in the loaded dataset | 2023 |
| Wasatch Advisors | FIDUCIARY | $52,371 | not reported in the loaded dataset | 2023 |
| Bank Of America | FIDUCIARY | $32,486 | not reported in the loaded dataset | 2023 |
| Banks,Finley,White&Co. | AUDITOR | $27,803 | not reported in the loaded dataset | 2023 |
| Evans Petree | ACCOUNTING | $18,151 | not reported in the loaded dataset | 2023 |
| Boyle Ins. Agency | INSURANCE | $11,892 | not reported in the loaded dataset | 2023 |
| New South Cap Mgmt | FIDUCIARY | $11,074 | not reported in the loaded dataset | 2023 |
| Xponance (Piedmont) | ACCOUNTING | $9,945 | not reported in the loaded dataset | 2023 |
| Fouts & Morgan Cpa | ACCOUNTING | $8,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-South Transportation Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Segal Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Wasatch Advisors — Schedule C compensation
- Bank Of America — Schedule C compensation
- Banks,Finley,White&Co. — Schedule C compensation
- Evans Petree — Schedule C compensation
- Boyle Ins. Agency — Schedule C compensation
- New South Cap Mgmt — Schedule C compensation
- Xponance (Piedmont) — Schedule C compensation
- Fouts & Morgan Cpa — Schedule C compensation