403(B) Thrift Plan For Employees Of Lifequest — Form 5500 plan (Lifequest)
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, 403(B) Thrift Plan For Employees Of Lifequest is a benefit plan reported by Lifequest under EIN 46-0348946 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $6,614,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifequest
- EIN
- 46-0348946
- Plan number
- 001
- Plan type
- 2
- Location
- Mitchell, SD
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $6,614,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241014100411NAL0044085600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,614,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,614,862
- Net assets (BOY)
- $6,230,346
Income & contributions
- Employer contributions
- $248,472
- Participant contributions
- $331,853
- Total contributions
- $588,959
- Total income / additions
- $1,466,786
Expenses & distributions
- Benefits paid
- $1,080,955
- Administrative expenses
- $1,315
- Total expenses
- $1,082,270
- Net increase / (decrease)
- $384,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,315 | $0 | 2023 |