· 2022–2024 · DOL EFAST2

LLOYD BEDFORD COX, INC. — LLOYD BEDFORD COX, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2022)

Original filing (PDF)20230426053705NAL0021018706001

LLOYD BEDFORD COX, INC.

Form 5500-SF

FILING_RECEIVED

LLOYD BEDFORD COX, INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LLOYD BEDFORD COX, INC..

Plan sponsor

Name

LLOYD BEDFORD COX, INC.

EIN

13-3594300all filings

Address

P.O. BOX 476 · BEDFORD HILLS, NY · 10507

Phone

(914) 666-5121

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MODERN BENEFITS LLC

MODERN BENEFITS LLC 401K PROFIT SHARING PLAN

HUDSPETH & ASSOCIATES, INC.

HUDSPETH & ASSOCIATES, INC. 401(K) PLAN

NEVAEH INS SOLUTIONS

NEVAEH INS SOLUTIONS SOCA BENEFIT PLAN

CALUSA SOLUTIONS, INC.

CALUSA SOLUTIONS INC 401(K) PLAN

WEXFORD INSURANCE, LLC

WEXFORD INSURANCE 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.