Legal & General America, Inc. Savings 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. Savings Plan is a benefit plan reported by Legal & General America, Inc. under EIN 52-1236150 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,321 participants and $177,377,845 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
- 003
- Plan type
- 2
- Location
- Frederick, MD
- Latest filing year
- 2023
- Participants
- 1,321
- End-of-year plan assets
- $177,377,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,321 | H, C | 20241015101305NAL0048785568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,377,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,377,845
- Net assets (BOY)
- $140,668,406
Income & contributions
- Employer contributions
- $6,706,578
- Participant contributions
- $11,172,761
- Total contributions
- $19,432,059
- Total income / additions
- $47,169,572
Expenses & distributions
- Benefits paid
- $10,265,172
- Administrative expenses
- $194,724
- Total expenses
- $10,460,133
- Net increase / (decrease)
- $36,709,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $134,806 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $38,588 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $21,280 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $337 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legal & General America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Frederick, MD
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation