2023 Form 5500 filing — Metlife Legal Plans 401(K) 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 20241014175633NAL0015386515001) for Metlife Legal Plans 401(K) Retirement Savings Plan, reported by Metlife Legal Plans, Inc. under EIN 34-1650967 and plan number 333. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175633NAL0015386515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metlife Legal Plans, Inc.
- EIN
- 34-1650967
- Plan number
- 333
- Location
- Cleveland, OH
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,604,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,604,670
- Employer contributions
- $549,308
- Participant contributions
- $1,298,934
- Total income / additions
- $3,986,548
- Benefits paid
- $499,376
- Administrative expenses
- $33,928
- Total expenses
- $533,304
- Net increase / (decrease)
- $3,453,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $33,820 | $0 |
| Dws Investments Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Vanguard Group Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Wells Fargo Funds | NONE | $0 | $0 |
| Lord Abbett Funds | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Alliance Global Funds | NONE | $0 | $0 |