Stroock & Stroock & Lavan Llp Group Trust Fund — Form 5500 plan (Stroock & Stroock & Lavan Llp)
Plain-English plan 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, Stroock & Stroock & Lavan Llp Group Trust Fund is a benefit plan reported by Stroock & Stroock & Lavan Llp under EIN 13-3252995 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $96,223,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stroock & Stroock & Lavan Llp
- EIN
- 13-3252995
- Plan number
- 001
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $96,223,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015081451NAL0055171458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,223,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,223,856
- Net assets (BOY)
- $287,573,100
Income & contributions
- Total contributions
- $0
- Total income / additions
- $42,025,607
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $312,591
- Total expenses
- $312,591
- Net increase / (decrease)
- $41,713,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nuveen Asset Management LLC | NONE | $96,587 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | NONE | $90,997 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Management | NONE | $71,185 | not reported in the loaded dataset | 2023 |
| Cramer Rosenthal And Company | NONE | $65,965 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $12,567 | $0 | 2023 |
| Matrix Trust Company | PLAN TRUSTEE | $0 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stroock & Stroock & Lavan Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Nuveen Asset Management LLC — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Timessquare Capital Management — Schedule C compensation
- Cramer Rosenthal And Company — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation