Back to filter
Original filing (PDF)20260225130944NAL0005565987001
MRIGLOBAL
Form 5500
FILING_RECEIVED
RETIREMENT & PENSION PLAN OF MRIGLOBAL (PLAN I)
Defined-benefit pension plan
Signals · 2
25% in single holding~42492 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$191K
Net assets (EOY)
$191K
How this plan invests
This plan
5 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- Top holding "Aon U.S. Long Fixed Active Credit Bond Fund Collective Investment Fund Sales" is 25% of plan.
- 42492 bps in Schedule C fees — 26794% above peer band of 158 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MRIGLOBAL.
Plan sponsor
Name
MRIGLOBAL
EIN
44-0545878
Address
425 DR. MARTIN LUTHER KING JR BLVD. · KANSAS CITY, MO · 641102241
Phone
(816) 753-7600
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
EE BFT COM MRI & ALLIAN SUST ENERGY
EIN
44-0545878
City
KANSAS CITY, MO
Phone
(816) 753-7600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-02-25
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 37-6543784 | — | INVESTMENT MANAGEMENT | $138K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMERCE TRUST | 43-1795601 | — | TRUSTEE | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | 48-1246310 | — | AUDITOR | $13K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $553K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUSCH BLACKWELL LLP | 26-1688286 | — | LEGAL | $67K | — |
Investments
7 direct securities · 5 pooled funds· $1.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.2M
7 holdings
Common Collective Trust
$0
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Aon U.S. Long Fixed Active Credit Bond Fund Collective Investment Fund Sales | — | — | $33.8M | $312K | 163.0% | |
| Sale | — | — | $6.3M | $268K | 140.1% | |
| Financial Square Trust Government Fund Money Market Fund | — | — | $191K | $191K | 99.6% | |
| Sale | — | — | $21.8M | $170K | 88.9% | |
| Sale | — | — | $5.3M | $145K | 75.7% | |
| Sale | — | — | $2.8M | $81K | 42.5% | |
| Sale | — | — | $5.0M | $58K | 30.0% | |
| AON US LONG FIXED ACTIVE CREDIT AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON US INTER GOVT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON US LONG GOVT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON 20 PLUS YEAR US TREAS STRIPS AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | — | $0 | <0.1% | |
| AON INTERMEDIATE CREDIT BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | — | $0 | <0.1% |