Lifetime Assistance, Inc. Employee Retirement Plan — Form 5500 plan (Lifetime Assistance, Inc.)

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, Lifetime Assistance, Inc. Employee Retirement Plan is a benefit plan reported by Lifetime Assistance, Inc. under EIN 22-2221158 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,788 participants and $31,748,983 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifetime Assistance, Inc.
EIN
22-2221158
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
1,788
End-of-year plan assets
$31,748,983

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,788H, C20241014161354NAL0026681713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,748,983
Total liabilities (EOY)
$0
Net assets (EOY)
$31,748,983
Net assets (BOY)
$27,755,607

Income & contributions

Employer contributions
$1,492,177
Total contributions
$1,492,177
Total income / additions
$6,225,034

Expenses & distributions

Benefits paid
$2,103,007
Administrative expenses
$128,651
Total expenses
$2,231,658
Net increase / (decrease)
$3,993,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$120,428$02023
Newport GroupNONE$8,223not reported in the loaded dataset2023

Related Form 5500 pages