2023 Form 5500 filing — Lifetime Assistance, Inc. Employee Retirement 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 20241014161354NAL0026681713001) for Lifetime Assistance, Inc. Employee Retirement Plan, reported by Lifetime Assistance, Inc. under EIN 22-2221158 and plan number 002. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161354NAL0026681713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifetime Assistance, Inc.
- EIN
- 22-2221158
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,748,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,748,983
- Employer contributions
- $1,492,177
- Total income / additions
- $6,225,034
- Benefits paid
- $2,103,007
- Administrative expenses
- $128,651
- Total expenses
- $2,231,658
- Net increase / (decrease)
- $3,993,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $120,428 | $0 |
| Newport Group | NONE | $8,223 | not reported in the loaded dataset |