Cb&I Pension Plan For Clive Shop Employees — Form 5500 plan (Mcdermott Investments, LLC)
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, Cb&I Pension Plan For Clive Shop Employees is a benefit plan reported by Mcdermott Investments, LLC under EIN 74-1032246 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $7,136,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdermott Investments, LLC
- EIN
- 74-1032246
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $7,136,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241007143708NAL0027705456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,136,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,136,487
- Net assets (BOY)
- $6,517,688
Income & contributions
- Employer contributions
- $210,000
- Total contributions
- $210,000
- Total income / additions
- $1,135,376
Expenses & distributions
- Benefits paid
- $328,419
- Administrative expenses
- $188,158
- Total expenses
- $516,577
- Net increase / (decrease)
- $618,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $54,571 | $0 | 2023 |
| Mercer | NONE | $37,527 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mell | NONE | $36,880 | not reported in the loaded dataset | 2023 |
| Calvetti Ferguson | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcdermott Investments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Prudential Ret. Ins. & Annuity Co. — Schedule C compensation
- Mercer — Schedule C compensation
- The Bank Of New York Mell — Schedule C compensation
- Calvetti Ferguson — Schedule C compensation