form5500lookup

Form 5500 · Retirement plan · HOUSTON, TX

J. RAY MCDERMOTT HOLDINGS, LLC

The filing calls this plan MCDERMOTT (U.S.) RETIREMENT PLAN.

J. RAY MCDERMOTT HOLDINGS, LLC of HOUSTON, TX files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by PRUDENTIAL INSURANCE COMPANY OF AMERICA and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
PRUDENTIAL INSURANCE COMPANY OF AMERICA
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-1280625 · plan 003 · plan year 2023, filed Oct 15, 2024

Participants at the start of the year
3,826
Contracts on file
3
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRUDENTIAL INSURANCE COMPANY OF AMERICA.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC0December$328,472,550$0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0December—$0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
RETIREMENT COMMITTEE OF J. RAY MCDERMOTT HOLDINGS, LLC
EIN 72-1280625
MERCER INVESTMENT, LLC
Named on Schedule C · EIN 13-2834414
$468,368
paid directly by the plan
BUCK GLOBAL, LLC
Contract administrator · EIN 13-3954297
$259,658
paid directly by the plan
INCOME RESEARCH AND MANAGEMENT
Named on Schedule C · EIN 04-2955404
$144,754
paid directly by the plan
LEGAL & GENERAL INVESTMENT MGMT
Named on Schedule C · EIN 20-8058531
$136,718
paid directly by the plan
ELSER AND VANDERSCHAAFF CO LPA
Named on Schedule C · EIN 31-1399107
$45,116
paid directly by the plan
PRUDENTIAL RETIREMENT INS & ANNUITY
Named on Schedule C · EIN 06-1050034
$20,674
paid directly by the plan
CALVETTI FERGUSON, LLC
Accounting and audit · EIN 13-4255527
$10,000
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$545,539
Paid out in benefits
$338,217,300
Participants at the start of the year
3,826

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-4255527
CALVETTI FERGUSON, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$10,000

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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