Plan5500

Muckleshoot Retirement Plan — Form 5500 plan (Muckleshoot Indian Tribe)

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, Muckleshoot Retirement Plan is a benefit plan reported by Muckleshoot Indian Tribe under EIN 91-0838426 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,762 participants and $223,906,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Muckleshoot Indian Tribe
EIN
91-0838426
Plan number
002
Plan type
2
Location
Auburn, WA
Latest filing year
2023
Participants
3,762
End-of-year plan assets
$223,906,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,762H, C20240802144313NAL0024227697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$223,906,726
Total liabilities (EOY)
$0
Net assets (EOY)
$223,906,726
Net assets (BOY)
$183,816,639

Income & contributions

Employer contributions
$10,851,981
Participant contributions
$13,633,462
Total contributions
$25,533,666
Total income / additions
$57,496,848

Expenses & distributions

Benefits paid
$17,136,041
Administrative expenses
$213,535
Total expenses
$17,406,761
Net increase / (decrease)
$40,090,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$213,535$02023

Related Form 5500 pages