2023 Form 5500 filing — The Canada Life Assurance Company United States Consolidated Pension 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 20241007091430NAL0014971713001) for The Canada Life Assurance Company United States Consolidated Pension Plan, reported by The Canada Life Assurance Company under EIN 38-0397420 and plan number 001. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007091430NAL0014971713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Canada Life Assurance Company
- EIN
- 38-0397420
- Plan number
- 001
- Location
- Geeenwood Village, CO
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,151,691
- Total liabilities (EOY)
- $10,831
- Net assets (EOY)
- $35,140,860
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,761,101
- Benefits paid
- $3,784,235
- Administrative expenses
- $264,716
- Total expenses
- $4,048,951
- Net increase / (decrease)
- -$287,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARIAL FIRM | $148,284 | not reported in the loaded dataset |
| Deloitte & Touche, Llp | ACCOUNTANTS | $47,100 | not reported in the loaded dataset |
| The Northern Trust | CUSTODIAL | $10,403 | not reported in the loaded dataset |