2023 Form 5500 filing — Bgc Group, Inc. Deferral Plan For Employees Of Bgc Group, Inc., Cantor Fitzgerald, L.P. And Its Affiliates
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712144722NAL0036187026001) for Bgc Group, Inc. Deferral Plan For Employees Of Bgc Group, Inc., Cantor Fitzgerald, L.P. And Its Affiliates, reported by Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors under EIN 13-3680189 and plan number 001. It reports 3,632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712144722NAL0036187026001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cantor Fitzgerald Lp And Bgc Group Inc As Co-Sponsors
- EIN
- 13-3680189
- Plan number
- 001
- Location
- New York, NY
- Participants
- 3,632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $382,178,156
- Total liabilities (EOY)
- $18,109
- Net assets (EOY)
- $382,160,047
- Employer contributions
- $1,270,505
- Participant contributions
- $27,687,529
- Total income / additions
- $89,641,016
- Benefits paid
- $29,048,769
- Administrative expenses
- $606,616
- Total expenses
- $29,964,824
- Net increase / (decrease)
- $59,676,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifa Benfits | BROKER | $181,793 | not reported in the loaded dataset |
| Brinker Capital Holdings, Inc. | INVESTMENT MANAGER | $181,554 | not reported in the loaded dataset |
| Advisortrust | DIRECTED TRUSTEE | $162,309 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $80,960 | not reported in the loaded dataset |