2023 Form 5500 filing — Lifespan Corporation 403(B)Retirement Plan
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 20240923072407NAL0011204017001) for Lifespan Corporation 403(B)Retirement Plan, reported by Lifespan Corporation under EIN 22-2861978 and plan number 002. It reports 12,969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923072407NAL0011204017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifespan Corporation
- EIN
- 22-2861978
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 12,969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,164,361,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,164,361,597
- Participant contributions
- $10,271,238
- Total income / additions
- $223,893,791
- Benefits paid
- $84,080,119
- Administrative expenses
- $1,115,931
- Total expenses
- $85,256,649
- Net increase / (decrease)
- $138,637,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $409,551 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $222,571 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | ADVISOR/CONSULTANT | $69,959 | not reported in the loaded dataset |
| Nixon Peabody Llp | LEGAL | $54,285 | not reported in the loaded dataset |
| Tiaa-Cref | RECORDKEEPER | $4,052 | not reported in the loaded dataset |