2023 Form 5500 filing — The Leukemia & Lymphoma Society, Inc. 403(B) 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 20241002123048NAL0004006915001) for The Leukemia & Lymphoma Society, Inc. 403(B) Plan, reported by The Leukemia & Lymphoma Society, Inc. 403(B) Plan under EIN 13-5644916 and plan number 002. It reports 1,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002123048NAL0004006915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Leukemia & Lymphoma Society, Inc. 403(B) Plan
- EIN
- 13-5644916
- Plan number
- 002
- Location
- Rye Brook, NY
- Participants
- 1,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,472,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,472,817
- Employer contributions
- $3,123,883
- Participant contributions
- $6,800,006
- Total income / additions
- $27,874,520
- Benefits paid
- $7,332,861
- Administrative expenses
- $238,819
- Total expenses
- $7,610,119
- Net increase / (decrease)
- $20,264,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $139,604 | $0 |
| R.V. Kuhns & Associates, Inc. | NONE | $73,189 | not reported in the loaded dataset |
| Withum Smith+Brown | NONE | $26,000 | not reported in the loaded dataset |