The Leukemia & Lymphoma Society, Inc. 403(B) Plan — Form 5500 plan (The Leukemia & Lymphoma Society, Inc. 403(B) Plan)
Plain-English plan 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, The Leukemia & Lymphoma Society, Inc. 403(B) Plan is a benefit plan reported by The Leukemia & Lymphoma Society, Inc. 403(B) Plan under EIN 13-5644916 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,596 participants and $117,472,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Leukemia & Lymphoma Society, Inc. 403(B) Plan
- EIN
- 13-5644916
- Plan number
- 002
- Plan type
- 2
- Location
- Rye Brook, NY
- Latest filing year
- 2023
- Participants
- 1,596
- End-of-year plan assets
- $117,472,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,596 | H, C | 20241002123048NAL0004006915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,472,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,472,817
- Net assets (BOY)
- $97,208,416
Income & contributions
- Employer contributions
- $3,123,883
- Participant contributions
- $6,800,006
- Total contributions
- $10,706,407
- Total income / additions
- $27,874,520
Expenses & distributions
- Benefits paid
- $7,332,861
- Administrative expenses
- $238,819
- Total expenses
- $7,610,119
- Net increase / (decrease)
- $20,264,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $139,604 | $0 | 2023 |
| R.V. Kuhns & Associates, Inc. | NONE | $73,189 | not reported in the loaded dataset | 2023 |
| Withum Smith+Brown | NONE | $26,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Leukemia & Lymphoma Society, Inc. 403(B) Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rye Brook, NY
- Empower Annuity Insurance Company O — Schedule C compensation
- R.V. Kuhns & Associates, Inc. — Schedule C compensation
- Withum Smith+Brown — Schedule C compensation