2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Lifeworks, Inc.
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 20250415090027NAL0001398931001) for 403(B) Thrift Plan For Employees Of Lifeworks, Inc., reported by Lifeworks, Inc. under EIN 22-2512887 and plan number 003. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415090027NAL0001398931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifeworks, Inc.
- EIN
- 22-2512887
- Plan number
- 003
- Location
- Westwood, MA
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,168,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,168,196
- Employer contributions
- $394,150
- Participant contributions
- $490,419
- Total income / additions
- $1,658,502
- Benefits paid
- $210,973
- Administrative expenses
- $1,851
- Total expenses
- $212,824
- Net increase / (decrease)
- $1,445,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $1,851 | $0 |