Lgbt Benefit Plan Trust — Form 5500 plan (Board Of Trustees, Lgbt Benefit Plan Trust)
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, Lgbt Benefit Plan Trust is a benefit plan reported by Board Of Trustees, Lgbt Benefit Plan Trust under EIN 46-6654951 and plan number 501. The latest loaded filing year is 2023. The filing reports 673 participants and $439,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Lgbt Benefit Plan Trust
- EIN
- 46-6654951
- Plan number
- 501
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 673
- End-of-year plan assets
- $439,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 673 | H, C | 20241008152507NAL0016940385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $439,300
- Total liabilities (EOY)
- $11,289
- Net assets (EOY)
- $428,011
- Net assets (BOY)
- $141,491
Income & contributions
- Employer contributions
- $8,623,588
- Participant contributions
- $25,473
- Total contributions
- $8,649,061
- Total income / additions
- $8,649,061
Expenses & distributions
- Benefits paid
- $8,024,065
- Administrative expenses
- $338,476
- Total expenses
- $8,362,541
- Net increase / (decrease)
- $286,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Federal LLC | NONE | $287,722 | not reported in the loaded dataset | 2023 |
| Mesa Pacific, LLC | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |