Legal & General America, Inc. Cash Balance Plan — Form 5500 plan (Legal & General America, Inc)
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, Legal & General America, Inc. Cash Balance Plan is a benefit plan reported by Legal & General America, Inc under EIN 52-1236150 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,196 participants and $63,546,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal & General America, Inc
- EIN
- 52-1236150
- Plan number
- 001
- Plan type
- 2
- Location
- Frederick, MD
- Latest filing year
- 2023
- Participants
- 1,196
- End-of-year plan assets
- $63,546,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,196 | H | 20241015101744NAL0014387091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,546,139
- Total liabilities (EOY)
- $30,290
- Net assets (EOY)
- $63,515,849
- Net assets (BOY)
- $54,182,197
Income & contributions
- Employer contributions
- $5,600,000
- Total contributions
- $5,600,000
- Total income / additions
- $11,595,174
Expenses & distributions
- Benefits paid
- $2,244,577
- Administrative expenses
- $16,945
- Total expenses
- $2,261,522
- Net increase / (decrease)
- $9,333,652
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.