The Lockwood Group Health And Welfare Plan — Form 5500 plan (The Lockwood Group, LLC)
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, The Lockwood Group Health And Welfare Plan is a benefit plan reported by The Lockwood Group, LLC under EIN 20-8025205 and plan number 501. The latest loaded filing year is 2023. The filing reports 372 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lockwood Group, LLC
- EIN
- 20-8025205
- Plan number
- 501
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | C | 20240710140636NAL0009649331001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $372,366 | not reported in the loaded dataset | 2023 |
| Michael Johnson | NONE | $0 | $208,310 | 2023 |
| Navia Benefits Solutions, Inc. | NONE | $11,468 | not reported in the loaded dataset | 2023 |