2023 Form 5500 filing — The Lane Construction Corporation Master Trust
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 20241010113614NAL0011422483001) for The Lane Construction Corporation Master Trust, reported by The Lane Construction Corporation under EIN 06-0421150 and plan number 004. 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
- 20241010113614NAL0011422483001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Lane Construction Corporation
- EIN
- 06-0421150
- Plan number
- 004
- Location
- Charlotte, NC
- 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)
- $148,996,218
- Total liabilities (EOY)
- $173,308
- Net assets (EOY)
- $148,822,910
- Total income / additions
- $14,420,194
- Benefits paid
- $0
- Administrative expenses
- $1,593,208
- Total expenses
- $1,593,208
- Net increase / (decrease)
- $12,826,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $869,321 | $0 |
| Mercer | NONE | $124,800 | not reported in the loaded dataset |
| State Street | NONE | $29,351 | not reported in the loaded dataset |