2023 Form 5500 filing — Lockwood Hills Federal, LLC Health & Welfare 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 20241203172916NAL0001655395001) for Lockwood Hills Federal, LLC Health & Welfare Plan, reported by Lockwood Hills Federal, LLC under EIN 61-1753897 and plan number 501. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241203172916NAL0001655395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lockwood Hills Federal, LLC
- EIN
- 61-1753897
- Plan number
- 501
- Location
- Herndon, VA
- Participants
- 508
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,059,843
- Total liabilities (EOY)
- $888,398
- Net assets (EOY)
- $171,445
- Employer contributions
- $3,739,354
- Participant contributions
- $327,120
- Total income / additions
- $3,156,651
- Benefits paid
- $3,029,561
- Administrative expenses
- $162,045
- Total expenses
- $3,191,606
- Net increase / (decrease)
- -$34,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Insurance Services, | PLAN SERVICE PROVIDERR | $73,686 | not reported in the loaded dataset |
| Fce Benefit Administrators, Inc | PLAN SERVICE PROVIDER | $41,350 | not reported in the loaded dataset |
| Cliftonlarsonallen, LLC | NONE | $25,121 | not reported in the loaded dataset |
| Trust Management Services | PLAN SERVICE PROVIDER | $17,003 | not reported in the loaded dataset |
| Compsych | NONE | $0 | $5,076 |