Plan5500

Forest Lawn Retirement Plan — Form 5500 plan (Forest Lawn Memorial-Park Assoc)

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, Forest Lawn Retirement Plan is a benefit plan reported by Forest Lawn Memorial-Park Assoc under EIN 95-0743320 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,890 participants and $80,611,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Forest Lawn Memorial-Park Assoc
EIN
95-0743320
Plan number
333
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
1,890
End-of-year plan assets
$80,611,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,890H, C20241014215946NAL0028354833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,611,072
Total liabilities (EOY)
$173,800
Net assets (EOY)
$80,437,272
Net assets (BOY)
$76,462,212

Income & contributions

Total contributions
$0
Total income / additions
$9,034,819

Expenses & distributions

Benefits paid
$4,784,271
Administrative expenses
$275,488
Total expenses
$5,059,759
Net increase / (decrease)
$3,975,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Investment GroupINVESTMENT ADVISOR$207,594not reported in the loaded dataset2023
Northern Trust CompanyTRUSTEE$65,476not reported in the loaded dataset2023

Related Form 5500 pages