Plan5500

Lifelong Medical Care 403(B) Plan — Form 5500 plan (Lifelong Medical Care)

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, Lifelong Medical Care 403(B) Plan is a benefit plan reported by Lifelong Medical Care under EIN 94-2502308 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,436 participants and $52,031,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifelong Medical Care
EIN
94-2502308
Plan number
002
Plan type
2
Location
Berkeley, CA
Latest filing year
2023
Participants
1,436
End-of-year plan assets
$52,031,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,436H, C20260417001307NAL0025787379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,031,574
Total liabilities (EOY)
$0
Net assets (EOY)
$52,031,574
Net assets (BOY)
$45,763,180

Income & contributions

Employer contributions
$2,541,929
Participant contributions
$3,268,943
Total contributions
$5,924,796
Total income / additions
$12,409,298

Expenses & distributions

Benefits paid
$5,995,710
Administrative expenses
$145,194
Total expenses
$6,140,904
Net increase / (decrease)
$6,268,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$80,210not reported in the loaded dataset2023
Lpl Financial Corporation RpcpNONE$64,982not reported in the loaded dataset2023

Related Form 5500 pages