2023 Form 5500 filing — Lifenet Profit Sharing 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 20241002081227NAL0004663299001) for Lifenet Profit Sharing Plan, reported by Lifenet Health under EIN 52-1273592 and plan number 001. It reports 1,737 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$90.9MReported net assets$90,925,290
Participants1.7K1,737
Provider compensation$99.9K2 Schedule C row(s)$99,878
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002081227NAL0004663299001
- Plan sponsor
- Lifenet Health
- EIN
- 52-1273592
- Plan number
- 001
- Location
- Virginia Bch, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$90.9M total assets
Net assets$90.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $90,925,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,925,290
- Employer contributions
- $9,814,500
- Total income / additions
- $21,550,922
- Benefits paid
- $5,288,965
- Administrative expenses
- $99,878
- Total expenses
- $5,388,843
- Net increase / (decrease)
- $16,162,079
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,878 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |