Lifespace Communities, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Lifespace Communities, Inc. (EIN 42-1068850) is a plan sponsor located in Dallas, TX with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 42-1068850
- Location
- Dallas, TX
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $64,762,259
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $64,762,259
Contributions & income
- Employer contributions
- $4,176,682
- Participant contributions
- $14,453,469
- Total income / additions
- $78,668,994
Expenses & distributions
- Benefits paid / distributions
- $68,127,531
- Total expenses
- $68,269,327
- Net increase / (decrease)
- $10,399,667
Coverage
- Total reported participants
- 14,833
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lifespace Communities 403(B) Plan | 002 | 4,244 | $64,762,259 | 2023 |
| Lifespace Communities, Inc Employee Life And Disability Benefit Program With Unum | 508 | 2,686 | not reported in the loaded dataset | 2023 |
| Lifespace Communities, Inc Employee Dental Benefit Program | 505 | 1,970 | not reported in the loaded dataset | 2023 |
| Lifespace Communities, Inc Employee Rx Benefit Program With Stop Loss | 503 | 1,914 | not reported in the loaded dataset | 2023 |
| Lifespace Communities, Inc Employee Medical Benefit Program With Stop Loss | 502 | 1,914 | not reported in the loaded dataset | 2023 |
| Lifespace Communities, Inc Employee Vision Benefit Program | 507 | 1,814 | not reported in the loaded dataset | 2023 |
| Lifespace Communities, Inc Employee Fsa Benefit Program | 506 | 291 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lifespace Communities, Inc Employee Rx Benefit Program With Stop Loss | 1,914 | — | 20240726172502NAL0015965025001 |
| 2023 | Lifespace Communities, Inc Employee Medical Benefit Program With Stop Loss | 1,914 | — | 20240726172502NAL0016482113001 |
| 2023 | Lifespace Communities, Inc Employee Dental Benefit Program | 1,970 | — | 20240726172503NAL0027265632001 |
| 2023 | Lifespace Communities, Inc Employee Fsa Benefit Program | 291 | — | 20240726172504NAL0027265680001 |
| 2023 | Lifespace Communities, Inc Employee Vision Benefit Program | 1,814 | — | 20240726172504NAL0027265728001 |
| 2023 | Lifespace Communities, Inc Employee Life And Disability Benefit Program With Unum | 2,686 | — | 20240726172505NAL0027265808001 |
| 2023 | Lifespace Communities 403(B) Plan | 4,244 | H, C | 20241015155805NAL0050320352001 |