Employers › Mohegan Tribe of Indians of Connecticut
Recordkeeping fees per participant · The Mohegan Retirement and 401(k) Plan · plan year 2024
$14.79
Higher than 13% of the 1,697 plans $250M to 1B that report it.
= $76,925 / 5,202
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008115940NAL0003254387007, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008115940NAL0003254387007, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$17.05
Higher than 9% of the 2,324 plans $250M to 1B that report it.
= $88,709 / 5,202
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008115940NAL0003254387007, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008115940NAL0003254387007, received 2025-10-08
Administrative expenses per participant
$31.13
Higher than 11% of the 2,405 plans $250M to 1B that report it.
= $161,919 / 5,202
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008115940NAL0003254387007, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008115940NAL0003254387007, received 2025-10-08
Administrative expenses as a share of assets
0.032%
Higher than 19% of the 2,407 plans $250M to 1B that report it.
= $161,919 / $500,103,643
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008115940NAL0003254387007, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008115940NAL0003254387007, received 2025-10-08
Employer contributions per participant
$1,156
Higher than 10% of the 2,457 plans $250M to 1B that report it.
= $6,013,030 / 5,202
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008115940NAL0003254387007, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008115940NAL0003254387007, received 2025-10-08
Employer share of total contributions
19.7%
Higher than 15% of the 2,459 plans $250M to 1B that report it.
= $6,013,030 / $30,565,425
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008115940NAL0003254387007, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008115940NAL0003254387007, received 2025-10-08
Plan terms are described in The Mohegan Tribe of Indians of Connecticut's SEC filings: Form 10-K filed 2022-12-21. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008115940NAL0003254387007, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Plan name | THE MOHEGAN RETIREMENT AND 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Sponsor EIN / plan number | 06-1436334 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Sponsor location | UNCASVILLE, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Industry (business code) | 713200, Arts, entertainment, and recreation | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Participants, beginning of year | 7,960 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Active participants | 6,314 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Participants, end of year | 7,703 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Participants with an account balance | 5,202 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total assets, beginning of year | $439,958,896 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total assets, end of year | $500,103,643 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Net assets, end of year | $500,103,643 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total income | $102,712,590 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Net income | $60,144,747 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Employer contributions | $6,013,030 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Participant contributions | $22,287,588 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Other contributions (incl. rollovers) | $2,264,807 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total contributions | $30,565,425 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Benefit payments | $42,335,233 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $42,567,843 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Total administrative expenses | $161,919 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Contract administrator fees | $4,495 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Recordkeeping fees | $76,925 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Investment advisory and management fees | $73,210 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Administrative expenses excluding investment management | $88,709 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Held in common/collective trusts | $41,884,871 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Held in mutual funds | $447,876,746 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008115940NAL0003254387007, received 2025-10-08 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008115940NAL0003254387007, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008115940NAL0003254387007, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $77,075 | no |
| CAPFINANCIAL PARTNERS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $73,212 | no |
| STROTHER, JOHN F | NONE | 29 Legal; 50 Direct payment from the plan | $11,784 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008115940NAL0003254387007, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $439,958,896 | $500,103,643 | 13.7% |
| Participants with a balance | 5,564 | 5,202 | -6.5% |
| Administrative expenses | $140,128 | $161,919 | 15.6% |
| Recordkeeping fees per participant | $8.87 | $14.79 | 66.7% |
| Employer contributions | $5,574,571 | $6,013,030 | 7.9% |
Prior filing 20241011095626NAL0043872210005, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT; SEC registrant: MOHEGAN TRIBAL GAMING AUTHORITY (CIK 1005276, matched by EIN).