Employee Benefit Plan Of Life Connection Of Ohio — Form 5500 plan (Life Connection Of Ohio)
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, Employee Benefit Plan Of Life Connection Of Ohio is a benefit plan reported by Life Connection Of Ohio under EIN 31-1285637 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $8,238,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Life Connection Of Ohio
- EIN
- 31-1285637
- Plan number
- 003
- Plan type
- 2
- Location
- Maumee, OH
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $8,238,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240919101015NAL0003452147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,238,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,238,120
- Net assets (BOY)
- $7,203,160
Income & contributions
- Employer contributions
- $832,076
- Participant contributions
- $756,206
- Total contributions
- $1,813,691
- Total income / additions
- $3,062,252
Expenses & distributions
- Benefits paid
- $1,973,684
- Administrative expenses
- $53,608
- Total expenses
- $2,027,292
- Net increase / (decrease)
- $1,034,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fsa | INVESTMENT ADVISOR | $30,457 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | ASSET CHARGE | $19,191 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $3,960 | not reported in the loaded dataset | 2023 |