Liggett Group Inc. Master Trust For Defined Benefit Plans — Form 5500 plan (Liggett & Myers Holdings Inc.)
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, Liggett Group Inc. Master Trust For Defined Benefit Plans is a benefit plan reported by Liggett & Myers Holdings Inc. under EIN 51-0413146 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $87,555,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liggett & Myers Holdings Inc.
- EIN
- 51-0413146
- Plan number
- 010
- Plan type
- 4
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $87,555,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240730134456NAL0011874051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,555,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,555,921
- Net assets (BOY)
- $84,058,612
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,453,102
Expenses & distributions
- Benefits paid
- $5,534,897
- Administrative expenses
- $420,896
- Total expenses
- $5,955,793
- Net increase / (decrease)
- $3,497,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frank Russell Trust Company | NONE | $121,231 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $93,600 | not reported in the loaded dataset | 2023 |
| Quanvest Consultants Incorporated | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Bdg Cpa | NONE | $24,100 | not reported in the loaded dataset | 2023 |
| Equitable Life Insurance | NONE | $21,781 | not reported in the loaded dataset | 2023 |
| The Wilmington Trust Company | NONE | $15,012 | not reported in the loaded dataset | 2023 |
| Ssga | NONE | $5,108 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liggett & Myers Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Frank Russell Trust Company — Schedule C compensation
- Mercer — Schedule C compensation
- Quanvest Consultants Incorporated — Schedule C compensation
- Bdg Cpa — Schedule C compensation
- Equitable Life Insurance — Schedule C compensation
- The Wilmington Trust Company — Schedule C compensation
- Ssga — Schedule C compensation