2023 Form 5500 filing — Lgbt Benefit Plan Trust
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 20241008152507NAL0016940385001) for Lgbt Benefit Plan Trust, reported by Board Of Trustees, Lgbt Benefit Plan Trust under EIN 46-6654951 and plan number 501. It reports 673 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152507NAL0016940385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Lgbt Benefit Plan Trust
- EIN
- 46-6654951
- Plan number
- 501
- Location
- Glendale, CA
- Participants
- 673
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $439,300
- Total liabilities (EOY)
- $11,289
- Net assets (EOY)
- $428,011
- Employer contributions
- $8,623,588
- Participant contributions
- $25,473
- Total income / additions
- $8,649,061
- Benefits paid
- $8,024,065
- Administrative expenses
- $338,476
- Total expenses
- $8,362,541
- Net increase / (decrease)
- $286,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Federal LLC | NONE | $287,722 | not reported in the loaded dataset |
| Mesa Pacific, LLC | NONE | $23,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $14,700 | not reported in the loaded dataset |