2023 Form 5500 filing — Liggett Group Inc. Master Trust For Defined Benefit Plans
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 20240730134456NAL0011874051001) for Liggett Group Inc. Master Trust For Defined Benefit Plans, reported by Liggett & Myers Holdings Inc. under EIN 51-0413146 and plan number 010. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730134456NAL0011874051001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Liggett & Myers Holdings Inc.
- EIN
- 51-0413146
- Plan number
- 010
- Location
- Miami, FL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,555,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,555,921
- Total income / additions
- $9,453,102
- Benefits paid
- $5,534,897
- Administrative expenses
- $420,896
- Total expenses
- $5,955,793
- Net increase / (decrease)
- $3,497,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frank Russell Trust Company | NONE | $121,231 | not reported in the loaded dataset |
| Mercer | NONE | $93,600 | not reported in the loaded dataset |
| Quanvest Consultants Incorporated | NONE | $48,000 | not reported in the loaded dataset |
| Bdg Cpa | NONE | $24,100 | not reported in the loaded dataset |
| Equitable Life Insurance | NONE | $21,781 | not reported in the loaded dataset |
| The Wilmington Trust Company | NONE | $15,012 | not reported in the loaded dataset |
| Ssga | NONE | $5,108 | not reported in the loaded dataset |