Lifeworks (Us) Ltd. 401(K) Savings Plan — Form 5500 plan (Lifeworks (Us) Ltd.)

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, Lifeworks (Us) Ltd. 401(K) Savings Plan is a benefit plan reported by Lifeworks (Us) Ltd. under EIN 52-1883918 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,046 participants and $86,930,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifeworks (Us) Ltd.
EIN
52-1883918
Plan number
002
Plan type
2
Location
Canton, MA
Latest filing year
2023
Participants
2,046
End-of-year plan assets
$86,930,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,046H, C20241007150831NAL0008992003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,930,326
Total liabilities (EOY)
$0
Net assets (EOY)
$86,930,326
Net assets (BOY)
$75,562,222

Income & contributions

Employer contributions
$3,016,990
Participant contributions
$5,952,102
Total contributions
$9,595,236
Total income / additions
$23,541,031

Expenses & distributions

Benefits paid
$7,826,013
Administrative expenses
$257,478
Total expenses
$8,327,606
Net increase / (decrease)
$15,213,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$213,749$02023
Cambridge Investement Research AdviNONE$31,729not reported in the loaded dataset2023
Warren AverettNONE$12,000not reported in the loaded dataset2023

Related Form 5500 pages