Lifespan Corporation Retirement Plan — Form 5500 plan (Lifespan Corporation)
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, Lifespan Corporation Retirement Plan is a benefit plan reported by Lifespan Corporation under EIN 22-2861978 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,023 participants and $514,852,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifespan Corporation
- EIN
- 22-2861978
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 14,023
- End-of-year plan assets
- $514,852,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,023 | H, C | 20241011182348NAL0039772512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $514,852,756
- Total liabilities (EOY)
- $1,193,077
- Net assets (EOY)
- $513,659,679
- Net assets (BOY)
- $462,853,548
Income & contributions
- Employer contributions
- $30,838,900
- Total contributions
- $30,838,900
- Total income / additions
- $99,188,772
Expenses & distributions
- Benefits paid
- $35,660,715
- Administrative expenses
- $12,721,926
- Total expenses
- $48,382,641
- Net increase / (decrease)
- $50,806,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $706,527 | not reported in the loaded dataset | 2023 |
| Cambridge Associates, LLC | INVESTMENT MGMT | $597,253 | not reported in the loaded dataset | 2023 |
| Schroders Investment Management Ltd | INVESTMENT MGMT | $131,514 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | TRUSTEE | $131,278 | not reported in the loaded dataset | 2023 |
| Hs Management Partners | INVESTMENT MGMT | $125,940 | not reported in the loaded dataset | 2023 |
| Edgbaston Investment Partners, Llp | INVESTMENT MGMT | $122,042 | not reported in the loaded dataset | 2023 |
| Polen Capital Management, LLC | INVESTMENT MGMT | $100,291 | not reported in the loaded dataset | 2023 |
| Arrow Street Intl Acwi Ex Us Fd | INVESTMENT MGMT | $84,543 | not reported in the loaded dataset | 2023 |
| Vulcan Value Partners | INVESTMENT MGMT | $68,659 | not reported in the loaded dataset | 2023 |
| Income Research & Management | INVESTMENT MGMT | $61,051 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | ACCOUNTANT | $44,805 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Inst Oper Co, Inc. | RECORDKEEPER | $29,192 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,915 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT | $5,665 | not reported in the loaded dataset | 2023 |
| Legal & General Investment Mgt.Inc. | INVESTMENT MGMT | $960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifespan Corporation
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Mercer — Schedule C compensation
- Cambridge Associates, LLC — Schedule C compensation
- Schroders Investment Management Ltd — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Hs Management Partners — Schedule C compensation
- Edgbaston Investment Partners, Llp — Schedule C compensation
- Polen Capital Management, LLC — Schedule C compensation
- Arrow Street Intl Acwi Ex Us Fd — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Fidelity Invest Inst Oper Co, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Legal & General Investment Mgt.Inc. — Schedule C compensation