2023 Form 5500 filing — The Lighthouse For The Blind, Inc. Tax-Deferred Annuity Plan
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 20240723153617NAL0020161744005) for The Lighthouse For The Blind, Inc. Tax-Deferred Annuity Plan, reported by The Lighthouse For The Blind, Inc. under EIN 91-0295070 and plan number 002. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723153617NAL0020161744005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lighthouse For The Blind, Inc.
- EIN
- 91-0295070
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,676,028
- Net assets (EOY)
- $38,676,028
- Employer contributions
- $1,259,544
- Participant contributions
- $1,910,014
- Total income / additions
- $8,680,311
- Benefits paid
- $2,756,363
- Administrative expenses
- $81,626
- Total expenses
- $2,855,049
- Net increase / (decrease)
- $5,825,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Instit. Oper. Co.,Inc | RECORDKEEPER | $56,880 | $0 |
| Usi Advisors | N/A | $15,000 | not reported in the loaded dataset |
| Kibble And Prentice | N/A | $5,000 | not reported in the loaded dataset |
| Vanguard | NONE | $0 | $0 |