Lt Corporation — 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, Lt Corporation (EIN 64-0666466) is a plan sponsor located in Cleveland, MS with 1 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
64-0666466
Location
Cleveland, MS
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lt Corporation

  • 3 loaded plans hold $184M in reported assets.
  • The largest, Lt Corporation & Affiliates Employee Stock Ownership Plan, holds 87% of this company's reported plan assets.
  • Plans cover 1,564 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$170.8MSummed across loaded plans$170,837,382
Total reported assets$184M$184,041,716
Total reported participants1.6K1,564
Total reported liabilities$13.2M$13,204,334

Reported net position

Reported assets = net assets + liabilities (summed)$184M total assets
Net assets$170.8MLiabilities$13.2M
Contributions & income
Employer contributions$10M
Participant contributions$1.9M
Total income / additions$36.2M
Expenses & distributions
Benefits paid / distributions$5.9M
Total expenses$6.4M
Net increase / (decrease)$29.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets87%Lt Corporation & Affiliates Employee Stock Ownership Plan
Participants per plan521Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 459 participants · 2023
  2. 2
    Plan #001 · 568 participants · 2023
  3. 3
    Lt Corporation Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 537 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lt Corporation. Open one for its full reported snapshot.

  1. 2023
    Lt Corporation Health And Welfare Plan537 participants · 2No schedules
    View filing →
  2. 2023
    Lt Corporation & Affiliates Savings Plan568 participants · 2Sch HSch C
    View filing →
  3. 2023
    Lt Corporation & Affiliates Employee Stock Ownership Plan459 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lt Corporation report on Form 5500?
Lt Corporation (EIN 64-0666466) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lt Corporation?
The Employer Identification Number (EIN) reported for Lt Corporation is 64-0666466.
What is the latest Form 5500 filing year for Lt Corporation?
The latest loaded Form 5500 filing year for Lt Corporation is 2023.

Related Form 5500 pages