Thrift Retirement Plan — Form 5500 plan (Lifeworks Services, Inc. (Contract))

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, Thrift Retirement Plan is a benefit plan reported by Lifeworks Services, Inc. (Contract) under EIN 41-0907857 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,769 participants and $18,462,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifeworks Services, Inc. (Contract)
EIN
41-0907857
Plan number
002
Plan type
2
Location
Richfield, MN
Latest filing year
2023
Participants
1,769
End-of-year plan assets
$18,462,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,769H, C20241015090138NAL0055286514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,462,174
Total liabilities (EOY)
$0
Net assets (EOY)
$18,462,174
Net assets (BOY)
$16,569,131

Income & contributions

Employer contributions
$567,864
Participant contributions
$756,178
Total contributions
$1,382,514
Total income / additions
$4,138,843

Expenses & distributions

Benefits paid
$2,197,285
Administrative expenses
$48,515
Total expenses
$2,245,800
Net increase / (decrease)
$1,893,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$48,515$02023

Related Form 5500 pages