Machinists Retirement And Savings Plan — Form 5500 plan (Board Of Trustees Of The Machinists Retirement And Savings Plan)
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, Machinists Retirement And Savings Plan is a benefit plan reported by Board Of Trustees Of The Machinists Retirement And Savings Plan under EIN 93-0396511 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,554 participants and $94,402,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Machinists Retirement And Savings Plan
- EIN
- 93-0396511
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 3,554
- End-of-year plan assets
- $94,402,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,554 | H, C | 20241012110232NAL0024414017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,402,784
- Total liabilities (EOY)
- $2,000
- Net assets (EOY)
- $94,400,784
- Net assets (BOY)
- $77,054,841
Income & contributions
- Employer contributions
- $4,199,584
- Participant contributions
- $5,609,422
- Total contributions
- $10,355,173
- Total income / additions
- $24,329,180
Expenses & distributions
- Benefits paid
- $6,450,432
- Administrative expenses
- $532,805
- Total expenses
- $6,983,237
- Net increase / (decrease)
- $17,345,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eb Management Company | NONE | $367,176 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $59,301 | not reported in the loaded dataset | 2023 |
| Scott Capital Advisors, LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Law Office Of Richard A. Ekman, P.S | NONE | $24,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Machinists Retirement And Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Eb Management Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Scott Capital Advisors, LLC — Schedule C compensation
- Law Office Of Richard A. Ekman, P.S — Schedule C compensation