Bgc Group, Inc. Deferral Plan For Employees Of Bgc Group, Inc., Cantor Fitzgerald, L.P. And Its Affiliates — Form 5500 plan (Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors)
Plain-English plan 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, Bgc Group, Inc. Deferral Plan For Employees Of Bgc Group, Inc., Cantor Fitzgerald, L.P. And Its Affiliates is a benefit plan reported by Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors under EIN 13-3680189 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,632 participants and $382,178,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors
- EIN
- 13-3680189
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 3,632
- End-of-year plan assets
- $382,178,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,632 | H, C | 20240712144722NAL0036187026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $382,178,156
- Total liabilities (EOY)
- $18,109
- Net assets (EOY)
- $382,160,047
- Net assets (BOY)
- $322,483,855
Income & contributions
- Employer contributions
- $1,270,505
- Participant contributions
- $27,687,529
- Total contributions
- $30,771,023
- Total income / additions
- $89,641,016
Expenses & distributions
- Benefits paid
- $29,048,769
- Administrative expenses
- $606,616
- Total expenses
- $29,964,824
- Net increase / (decrease)
- $59,676,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifa Benfits | BROKER | $181,793 | not reported in the loaded dataset | 2023 |
| Brinker Capital Holdings, Inc. | INVESTMENT MANAGER | $181,554 | not reported in the loaded dataset | 2023 |
| Advisortrust | DIRECTED TRUSTEE | $162,309 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $80,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ifa Benfits — Schedule C compensation
- Brinker Capital Holdings, Inc. — Schedule C compensation
- Advisortrust — Schedule C compensation
- Professional Capital Services, LLC — Schedule C compensation