2023 Form 5500 filing — Lumentum 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 20241014174559NAL0013705299001) for Lumentum 401(K) Plan, reported by Lumentum Operations LLC under EIN 47-3844837 and plan number 001. It reports 1,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174559NAL0013705299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumentum Operations LLC
- EIN
- 47-3844837
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,597,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,597,345
- Employer contributions
- $3,463,799
- Participant contributions
- $11,836,206
- Total income / additions
- $54,707,943
- Benefits paid
- $19,834,773
- Administrative expenses
- $85,690
- Total expenses
- $19,920,463
- Net increase / (decrease)
- $34,787,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $72,017 | $0 |
| Sageview Advisory Group LLC | NONE | $13,673 | not reported in the loaded dataset |