2023 Form 5500 filing — Lifecare Assurance Company 401(K) 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 20241011163041NAL0011179907001) for Lifecare Assurance Company 401(K) Plan, reported by Lifecare Assurance Company under EIN 86-0388413 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163041NAL0011179907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifecare Assurance Company
- EIN
- 86-0388413
- Plan number
- 001
- Location
- Woodland Hills, CA
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,011,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,011,436
- Employer contributions
- $289,628
- Participant contributions
- $1,859,814
- Total income / additions
- $7,047,547
- Benefits paid
- $1,670,550
- Administrative expenses
- $3,075
- Total expenses
- $1,673,625
- Net increase / (decrease)
- $5,373,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $38,500 | not reported in the loaded dataset |
| Truog-Ryding Company | CONTRACT ADMIN | $3,150 | $15,170 |
| Jkl Rosenberger Llp | AUDITOR | $11,000 | not reported in the loaded dataset |
| Empower Annuity Ins Company | RECORDKEEPER | $3,120 | $0 |