Lodge 447 Fringe Benefit Trust — Form 5500 plan (Lodge 447 Fringe Benefit 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, Lodge 447 Fringe Benefit Trust is a benefit plan reported by Lodge 447 Fringe Benefit Trust under EIN 51-0249079 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,339 participants and $4,432,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lodge 447 Fringe Benefit Trust
- EIN
- 51-0249079
- Plan number
- 501
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 1,339
- End-of-year plan assets
- $4,432,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,339 | H, C | 20250414140108NAL0001772369004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,432,228
- Total liabilities (EOY)
- $151,905
- Net assets (EOY)
- $4,280,323
- Net assets (BOY)
- $3,841,562
Income & contributions
- Employer contributions
- $982,949
- Participant contributions
- $1,267
- Total contributions
- $984,216
- Total income / additions
- $1,113,946
Expenses & distributions
- Benefits paid
- $454,924
- Administrative expenses
- $220,261
- Total expenses
- $675,185
- Net increase / (decrease)
- $438,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | SVCS FOR REL. BEN. PLAN | $136,934 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | SVCS REL. PLAN & UNION | $45,250 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky And Drogin Llp | SVCS FOR REL. BEN. PLAN | $11,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | SVCS FOR REL. BEN. PLAN | $5,793 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lodge 447 Fringe Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Tarter Krinsky And Drogin Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation