2023 Form 5500 filing — Stroock & Stroock & Lavan Llp Group Trust Fund
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 20241015081451NAL0055171458001) for Stroock & Stroock & Lavan Llp Group Trust Fund, reported by Stroock & Stroock & Lavan Llp under EIN 13-3252995 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081451NAL0055171458001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Stroock & Stroock & Lavan Llp
- EIN
- 13-3252995
- Plan number
- 001
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,223,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,223,856
- Total income / additions
- $42,025,607
- Benefits paid
- $0
- Administrative expenses
- $312,591
- Total expenses
- $312,591
- Net increase / (decrease)
- $41,713,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nuveen Asset Management LLC | NONE | $96,587 | not reported in the loaded dataset |
| Oneamerica Retirement Services | NONE | $90,997 | not reported in the loaded dataset |
| Timessquare Capital Management | NONE | $71,185 | not reported in the loaded dataset |
| Cramer Rosenthal And Company | NONE | $65,965 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $12,567 | $0 |
| Matrix Trust Company | PLAN TRUSTEE | $0 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $0 |