2023 Form 5500 filing — Lodge 447 Fringe Benefit 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 20250414140108NAL0001772369004) for Lodge 447 Fringe Benefit Trust, reported by Lodge 447 Fringe Benefit Trust under EIN 51-0249079 and plan number 501. It reports 1,339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414140108NAL0001772369004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Lodge 447 Fringe Benefit Trust
- EIN
- 51-0249079
- Plan number
- 501
- Location
- Englewood Cliffs, NJ
- Participants
- 1,339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,432,228
- Total liabilities (EOY)
- $151,905
- Net assets (EOY)
- $4,280,323
- Employer contributions
- $982,949
- Participant contributions
- $1,267
- Total income / additions
- $1,113,946
- Benefits paid
- $454,924
- Administrative expenses
- $220,261
- Total expenses
- $675,185
- Net increase / (decrease)
- $438,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | SVCS FOR REL. BEN. PLAN | $136,934 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | SVCS REL. PLAN & UNION | $45,250 | not reported in the loaded dataset |
| Tarter Krinsky And Drogin Llp | SVCS FOR REL. BEN. PLAN | $11,000 | not reported in the loaded dataset |
| Amalgamated Bank | SVCS FOR REL. BEN. PLAN | $5,793 | not reported in the loaded dataset |