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Fees paid to Maine Pooled Disability Trust
Charter Trust Company is an independent financial institution that issues all subaccount disbursement checks, prepares quarterly subaccount statements and issues year-end income tax forms K-1 for each subaccount. Charter Trust Company's fees are: One Percent (.01) annually based on the month-end market value of the subaccount. This fee is payable monthly, charged directly to each subaccount, and is calculated on the previous month-end market value of the subaccount. Additional fees may apply to subaccounts containing assets other than cash. |
Maine Pooled Disability Trust Ron Bansmer, Executive Director P.O. Box 887 Augusta, Maine 04332 Phone (207) 967-6072 Fax (207) 480-1065 mpdt@mainepooleddisabilitytrust.org | |
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