2023 Form 5500 filing — Pacific Life Lines, Inc. Retirement Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612150403NAL0060271570001) for Pacific Life Lines, Inc. Retirement Trust, reported by Pacific Life Lines, Inc. under EIN 77-0425061 and plan number 003. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,126,913
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612150403NAL0060271570001
Plan sponsor
Pacific Life Lines, Inc.
EIN
77-0425061
Plan number
003
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$44.7K
Benefits paid / distributions$40.2K
Contributions
Employer$417.2K
Participant$382.4K
Full reported line items
Total assets (EOY)
$8,126,913
Total liabilities (EOY)
$0
Net assets (EOY)
$8,126,913
Employer contributions
$417,212
Participant contributions
$382,447
Total income / additions
$1,914,448
Benefits paid
$40,173
Administrative expenses
$313
Total expenses
$44,652
Net increase / (decrease)
$1,869,796

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612150403NAL0060271570001 cover?
It is the 2023 Form 5500 filing for Pacific Life Lines, Inc. Retirement Trust, reported by Pacific Life Lines, Inc. (EIN 77-0425061).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages