Lco 401(K) Plan — Form 5500 plan (Lac Courte Oreilles Tribal Governing Board)
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, Lco 401(K) Plan is a benefit plan reported by Lac Courte Oreilles Tribal Governing Board under EIN 39-1165322 and plan number 001. The latest loaded filing year is 2023. The filing reports 993 participants and $12,277,707 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.3MPlan net assets, end of year$12,277,707
Participants993Covered participants reported
Assets / participant$12.4KComputed: assets ÷ participants$12,364 (computed)
Provider compensation$55.5K2 Schedule C provider row(s)$55,535
- Plan sponsor
- Lac Courte Oreilles Tribal Governing Board
- EIN
- 39-1165322
- Plan number
- 001
- Plan type
- 2
- Location
- Hayward, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 993 | H, C | 20241015194706NAL0029525617001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.3M total assets
Net assets$12.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $12,277,707
- Net assets (EOY)
- $12,277,707
- Net assets (BOY)
- $8,459,940
Income & contributions
- Employer contributions
- $1,554,252
- Participant contributions
- $1,418,635
- Total contributions
- $3,353,234
- Total income / additions
- $4,940,694
Expenses & distributions
- Benefits paid
- $1,031,771
- Administrative expenses
- $55,535
- Total expenses
- $1,122,927
- Net increase / (decrease)
- $3,817,767
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY-PLAN | $27,787 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $27,748 | $0 | 2023 |