2023 Form 5500 filing — Association 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 20241015055509NAL0027688705001) for Association Master Trust, reported by Association Master Trust under EIN 22-6315089 and plan number 501. It reports 12,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015055509NAL0027688705001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Association Master Trust
- EIN
- 22-6315089
- Plan number
- 501
- Location
- Short Hills, NJ
- Participants
- 12,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,828,481
- Total liabilities (EOY)
- $12,556,967
- Net assets (EOY)
- $33,271,514
- Employer contributions
- $131,259,568
- Total income / additions
- $132,524,281
- Benefits paid
- $111,337,350
- Administrative expenses
- $6,411,326
- Total expenses
- $117,748,676
- Net increase / (decrease)
- $14,775,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Health & Benefits | ACTUARY | $266,371 | not reported in the loaded dataset |
| Princeton Partners | MARKETING SERVICES | $221,128 | not reported in the loaded dataset |
| Short Hills Plaza, LLC | RENT EXPENSE | $178,150 | not reported in the loaded dataset |
| Withum | CPA FIRM | $89,781 | not reported in the loaded dataset |
| Corporate Technologies | IT SERVICES | $62,803 | not reported in the loaded dataset |
| Genova Burns | ATTORNEY SERVICES | $60,000 | not reported in the loaded dataset |
| Ebix | COMPUTER SOFTWARE | $49,440 | not reported in the loaded dataset |
| Major Printing Co. | PRINTING SERVICES | $37,170 | not reported in the loaded dataset |
| Michael Coslit, Esquire | ATTORNEY SERVICES | $36,000 | not reported in the loaded dataset |
| 1111 | OFFSITE COMPUTER BACKUP | $35,679 | not reported in the loaded dataset |
| Townsquare Media | RADIO ADS | $35,281 | not reported in the loaded dataset |
| Audacy Operations, Inc. | RADIO ADS | $33,825 | not reported in the loaded dataset |
| Gibbons | ATTORNEY SERVICES | $25,000 | not reported in the loaded dataset |
| De Lage Landen | EQUIPMENT LEASE | $14,205 | not reported in the loaded dataset |
| Nextiva | TELEPHONE SERVICE | $10,870 | not reported in the loaded dataset |
| Continuous Networks | IT SERVICES | $7,210 | not reported in the loaded dataset |
| Fox Rothschild, Llp | ATTORNEY SERVICES | $6,749 | not reported in the loaded dataset |