Masterbrand, Inc. Retirement Savings Plan — Form 5500 plan (Masterbrand, 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, Masterbrand, Inc. Retirement Savings Plan is a benefit plan reported by Masterbrand, Inc. under EIN 88-3479920 and plan number 008. The latest loaded filing year is 2023. The filing reports 7,345 participants and $484,719,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masterbrand, Inc.
- EIN
- 88-3479920
- Plan number
- 008
- Plan type
- 2
- Location
- Beachwood, OH
- Latest filing year
- 2023
- Participants
- 7,345
- End-of-year plan assets
- $484,719,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,345 | H, C | 20241001101601NAL0012096656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $484,719,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $484,719,729
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $15,693,315
- Participant contributions
- $24,363,705
- Total contributions
- $43,208,932
- Total income / additions
- $120,285,872
Expenses & distributions
- Benefits paid
- $48,110,236
- Administrative expenses
- $644,824
- Total expenses
- $48,816,283
- Net increase / (decrease)
- $71,469,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $407,060 | $0 | 2023 |
| Aon Consulting, Inc. | PLAN ADMINISTRATOR | $117,423 | not reported in the loaded dataset | 2023 |
| Financial Engines | ADVISOR | $59,031 | not reported in the loaded dataset | 2023 |
| Rxresults, LLC | PLAN ADMINISTRATOR | $25,774 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Metlife Legal Plans, Inc. | PLAN ADMINISTRATOR | $18,794 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Masterbrand, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Beachwood, OH
- Fidelity Investments Institutional — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Financial Engines — Schedule C compensation
- Rxresults, LLC — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Metlife Legal Plans, Inc. — Schedule C compensation