2023 Form 5500 filing — Retirement Plan Of Liggett Group Inc. For Salaried Non-Bargaining Unit Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730135200NAL0020117505001) for Retirement Plan Of Liggett Group Inc. For Salaried Non-Bargaining Unit Employees, reported by Liggett & Myers Holdings Inc. under EIN 51-0413146 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730135200NAL0020117505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liggett & Myers Holdings Inc.
- EIN
- 51-0413146
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,380,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,380,000
- Total income / additions
- $4,097,667
- Benefits paid
- $3,503,902
- Administrative expenses
- $0
- Total expenses
- $3,503,902
- Net increase / (decrease)
- $593,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank Russell Trust Company | NONE | $55,414 | not reported in the loaded dataset |
| Mercer | NONE | $42,000 | not reported in the loaded dataset |
| Quanvest Consultants Incorporated | NONE | $21,892 | not reported in the loaded dataset |
| Bdg Cpa | NONE | $12,050 | not reported in the loaded dataset |
| Equitable Life Assuance | NONE | $10,003 | not reported in the loaded dataset |
| The Wilmington Trust Company | NONE | $6,832 | not reported in the loaded dataset |
| Ssga | NONE | $2,325 | not reported in the loaded dataset |