Plan5500

Savings Plan & Trust Agreement Of Lauritzen Corporation And Related Companies — Form 5500 plan (Lauritzen 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, Savings Plan & Trust Agreement Of Lauritzen Corporation And Related Companies is a benefit plan reported by Lauritzen Corporation under EIN 47-0444651 and plan number 334. The latest loaded filing year is 2023. The filing reports 686 participants and $96,002,526 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$96MPlan net assets, end of year$96,002,526
Participants686Covered participants reported
Assets / participant$139.9KComputed: assets ÷ participants$139,945 (computed)
Provider compensation$19.8K2 Schedule C provider row(s)$19,814
Plan sponsor
Lauritzen Corporation
EIN
47-0444651
Plan number
334
Plan type
3
Location
Omaha, NE
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    686 participants · 3Sch HSch C
    View filing →
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)$96M total assets
Net assets$96MLiabilities$0
Money in vs. money out
Total income / additions$21.5M
Total expenses$7.3M
Benefits paid / distributions$7.3M
Contributions
Employer$3.5M
Participant$3.7M
Full reported line items

Net assets

Total assets (EOY)
$96,002,526
Total liabilities (EOY)
$0
Net assets (EOY)
$96,002,526
Net assets (BOY)
$81,789,411

Income & contributions

Employer contributions
$3,497,954
Participant contributions
$3,676,693
Total contributions
$7,595,928
Total income / additions
$21,535,880

Expenses & distributions

Benefits paid
$7,299,042
Administrative expenses
$19,815
Total expenses
$7,322,765
Net increase / (decrease)
$14,213,115
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.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Advisors, LLC$12.5K
    NONE · Direct $12.5K
  2. 2
    Voya Institutional Plan Services$7.4K
    RECORDKEEPER · Direct $7.4K · Indirect $0

Related Form 5500 pages