Mainfreight Usa Partnership 401(K) Retirement Plan — Form 5500 plan (Mainfreight Usa Partnership)
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, Mainfreight Usa Partnership 401(K) Retirement Plan is a benefit plan reported by Mainfreight Usa Partnership under EIN 98-0550250 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,676 participants and $55,043,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mainfreight Usa Partnership
- EIN
- 98-0550250
- Plan number
- 001
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 1,676
- End-of-year plan assets
- $55,043,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,676 | H, C | 20241014171739NAL0045457520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,043,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,043,064
- Net assets (BOY)
- $44,787,842
Income & contributions
- Employer contributions
- $2,012,112
- Participant contributions
- $6,106,947
- Total contributions
- $8,389,810
- Total income / additions
- $16,135,416
Expenses & distributions
- Benefits paid
- $5,687,977
- Administrative expenses
- $188,503
- Total expenses
- $5,880,194
- Net increase / (decrease)
- $10,255,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Actuarial Benefits Corp | TPA | $19,241 | $27,287 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $3,052 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,052 | $0 | 2023 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISOR | $2,235 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mainfreight Usa Partnership
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carson, CA
- Actuarial Benefits Corp — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation