2023 Form 5500 filing — Thrift 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 20241015090138NAL0055286514001) for Thrift Retirement Plan, reported by Lifeworks Services, Inc. (Contract) under EIN 41-0907857 and plan number 002. It reports 1,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090138NAL0055286514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifeworks Services, Inc. (Contract)
- EIN
- 41-0907857
- Plan number
- 002
- Location
- Richfield, MN
- Participants
- 1,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,462,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,462,174
- Employer contributions
- $567,864
- Participant contributions
- $756,178
- Total income / additions
- $4,138,843
- Benefits paid
- $2,197,285
- Administrative expenses
- $48,515
- Total expenses
- $2,245,800
- Net increase / (decrease)
- $1,893,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $48,515 | $0 |