2023 Form 5500 filing — The Lozier Corporation Pension Plan And 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 20241011151239NAL0022174609001) for The Lozier Corporation Pension Plan And Trust, reported by Lozier Corporation under EIN 47-0463247 and plan number 001. It reports 1,747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151239NAL0022174609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lozier Corporation
- EIN
- 47-0463247
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 1,747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,251,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,251,591
- Employer contributions
- $2,000,000
- Total income / additions
- $14,681,563
- Benefits paid
- $8,093,120
- Administrative expenses
- $499,805
- Total expenses
- $8,592,925
- Net increase / (decrease)
- $6,088,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Trust Company | NONE | $489,614 | $0 |