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 Lozier Corporation Pension Plan And Trust is a benefit plan reported by Lozier Corporation under EIN 47-0463247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,747 participants and $143,251,591 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,251,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,251,591
- Net assets (BOY)
- $137,162,953
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $14,681,563
Expenses & distributions
- Benefits paid
- $8,093,120
- Administrative expenses
- $499,805
- Total expenses
- $8,592,925
- Net increase / (decrease)
- $6,088,638