Lifeport 401(K) Plan — Form 5500 plan (Tac Lifeport Holdings, LLC)

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, Lifeport 401(K) Plan is a benefit plan reported by Tac Lifeport Holdings, LLC under EIN 86-2088363 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $7,018,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tac Lifeport Holdings, LLC
EIN
86-2088363
Plan number
001
Plan type
2
Location
Woodland, WA
Latest filing year
2023
Participants
250
End-of-year plan assets
$7,018,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20241004094322NAL0019409776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,018,670
Total liabilities (EOY)
$0
Net assets (EOY)
$7,018,670
Net assets (BOY)
$4,963,042

Income & contributions

Employer contributions
$251,997
Participant contributions
$991,598
Total contributions
$1,673,555
Total income / additions
$2,609,729

Expenses & distributions

Benefits paid
$498,143
Administrative expenses
$7,556
Total expenses
$554,101
Net increase / (decrease)
$2,055,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$7,506not reported in the loaded dataset2023

Related Form 5500 pages