2023 Form 5500 filing — Ludwig Institute For Cancer Research Ltd Retirement Savings 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 20241010183723NAL0021616033001) for Ludwig Institute For Cancer Research Ltd Retirement Savings Plan, reported by Ludwig Institute For Cancer Research, Ltd under EIN 23-7121131 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010183723NAL0021616033001
Filing year
2023
Form type
2
Plan sponsor
Ludwig Institute For Cancer Research, Ltd
EIN
23-7121131
Plan number
001
Location
New York, NY
Participants
260
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,761,643
Total liabilities (EOY)
$0
Net assets (EOY)
$42,761,643
Employer contributions
$634,394
Participant contributions
$557,497
Total income / additions
$7,846,870
Benefits paid
$10,824,921
Administrative expenses
$2,093
Total expenses
$10,827,014
Net increase / (decrease)
-$2,980,144
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Actuarial Benefits Corp.OTHER SERVICES$0$17,239
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,106$0

Related Form 5500 pages