2023 Form 5500 filing — Employee Benefit Plan Of Life Connection Of Ohio
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 20240919101015NAL0003452147001) for Employee Benefit Plan Of Life Connection Of Ohio, reported by Life Connection Of Ohio under EIN 31-1285637 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919101015NAL0003452147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life Connection Of Ohio
- EIN
- 31-1285637
- Plan number
- 003
- Location
- Maumee, OH
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,238,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,238,120
- Employer contributions
- $832,076
- Participant contributions
- $756,206
- Total income / additions
- $3,062,252
- Benefits paid
- $1,973,684
- Administrative expenses
- $53,608
- Total expenses
- $2,027,292
- Net increase / (decrease)
- $1,034,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa | INVESTMENT ADVISOR | $30,457 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | ASSET CHARGE | $19,191 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $3,960 | not reported in the loaded dataset |