Management & Training Corporation Retirement Plan — Form 5500 plan (Management & Training Corporation)
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, Management & Training Corporation Retirement Plan is a benefit plan reported by Management & Training Corporation under EIN 87-0365322 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,236 participants and $177,942,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Management & Training Corporation
- EIN
- 87-0365322
- Plan number
- 001
- Plan type
- 2
- Location
- Centerville, UT
- Latest filing year
- 2023
- Participants
- 7,236
- End-of-year plan assets
- $177,942,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,236 | H, C | 20240905150814NAL0010456467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,942,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,942,427
- Net assets (BOY)
- $162,901,162
Income & contributions
- Employer contributions
- $5,240,093
- Participant contributions
- $11,523,624
- Total contributions
- $16,937,015
- Total income / additions
- $43,208,046
Expenses & distributions
- Benefits paid
- $27,588,543
- Administrative expenses
- $538,344
- Total expenses
- $28,166,781
- Net increase / (decrease)
- $15,041,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $307,105 | $0 | 2023 |
| Towers Watson Investment Services | INVESTMENT ADVISOR | $193,395 | not reported in the loaded dataset | 2023 |
| Davis Graham | ATTORNEY/LEGAL | $29,284 | not reported in the loaded dataset | 2023 |
| Traveller & Company LLC | ACCOUNTANT/AUDITOR | $8,560 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Management & Training Corporation
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Centerville, UT
- Fidelity Investments Institutional — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Davis Graham — Schedule C compensation
- Traveller & Company LLC — Schedule C compensation