Association Master Trust — Form 5500 plan (Association Master Trust)
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, Association Master Trust is a benefit plan reported by Association Master Trust under EIN 22-6315089 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,087 participants and $45,828,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Association Master Trust
- EIN
- 22-6315089
- Plan number
- 501
- Plan type
- 3
- Location
- Short Hills, NJ
- Latest filing year
- 2023
- Participants
- 12,087
- End-of-year plan assets
- $45,828,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,087 | H, C | 20241015055509NAL0027688705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,828,481
- Total liabilities (EOY)
- $12,556,967
- Net assets (EOY)
- $33,271,514
- Net assets (BOY)
- $18,495,909
Income & contributions
- Employer contributions
- $131,259,568
- Total contributions
- $131,259,568
- Total income / additions
- $132,524,281
Expenses & distributions
- Benefits paid
- $111,337,350
- Administrative expenses
- $6,411,326
- Total expenses
- $117,748,676
- Net increase / (decrease)
- $14,775,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Health & Benefits | ACTUARY | $266,371 | not reported in the loaded dataset | 2023 |
| Princeton Partners | MARKETING SERVICES | $221,128 | not reported in the loaded dataset | 2023 |
| Short Hills Plaza, LLC | RENT EXPENSE | $178,150 | not reported in the loaded dataset | 2023 |
| Withum | CPA FIRM | $89,781 | not reported in the loaded dataset | 2023 |
| Corporate Technologies | IT SERVICES | $62,803 | not reported in the loaded dataset | 2023 |
| Genova Burns | ATTORNEY SERVICES | $60,000 | not reported in the loaded dataset | 2023 |
| Ebix | COMPUTER SOFTWARE | $49,440 | not reported in the loaded dataset | 2023 |
| Major Printing Co. | PRINTING SERVICES | $37,170 | not reported in the loaded dataset | 2023 |
| Michael Coslit, Esquire | ATTORNEY SERVICES | $36,000 | not reported in the loaded dataset | 2023 |
| 1111 | OFFSITE COMPUTER BACKUP | $35,679 | not reported in the loaded dataset | 2023 |
| Townsquare Media | RADIO ADS | $35,281 | not reported in the loaded dataset | 2023 |
| Audacy Operations, Inc. | RADIO ADS | $33,825 | not reported in the loaded dataset | 2023 |
| Gibbons | ATTORNEY SERVICES | $25,000 | not reported in the loaded dataset | 2023 |
| De Lage Landen | EQUIPMENT LEASE | $14,205 | not reported in the loaded dataset | 2023 |
| Nextiva | TELEPHONE SERVICE | $10,870 | not reported in the loaded dataset | 2023 |
| Continuous Networks | IT SERVICES | $7,210 | not reported in the loaded dataset | 2023 |
| Fox Rothschild, Llp | ATTORNEY SERVICES | $6,749 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Association Master Trust
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Short Hills, NJ
- Mercer Health & Benefits — Schedule C compensation
- Princeton Partners — Schedule C compensation
- Short Hills Plaza, LLC — Schedule C compensation
- Withum — Schedule C compensation
- Corporate Technologies — Schedule C compensation
- Genova Burns — Schedule C compensation
- Ebix — Schedule C compensation
- Major Printing Co. — Schedule C compensation
- Michael Coslit, Esquire — Schedule C compensation
- 1111 — Schedule C compensation
- Townsquare Media — Schedule C compensation
- Audacy Operations, Inc. — Schedule C compensation
- Gibbons — Schedule C compensation
- De Lage Landen — Schedule C compensation
- Nextiva — Schedule C compensation
- Continuous Networks — Schedule C compensation
- Fox Rothschild, Llp — Schedule C compensation