2023 Form 5500 filing — Lifeworks (Us) Ltd. 401(K) Savings 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 20241007150831NAL0008992003001) for Lifeworks (Us) Ltd. 401(K) Savings Plan, reported by Lifeworks (Us) Ltd. under EIN 52-1883918 and plan number 002. It reports 2,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150831NAL0008992003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifeworks (Us) Ltd.
- EIN
- 52-1883918
- Plan number
- 002
- Location
- Canton, MA
- Participants
- 2,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,930,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,930,326
- Employer contributions
- $3,016,990
- Participant contributions
- $5,952,102
- Total income / additions
- $23,541,031
- Benefits paid
- $7,826,013
- Administrative expenses
- $257,478
- Total expenses
- $8,327,606
- Net increase / (decrease)
- $15,213,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $213,749 | $0 |
| Cambridge Investement Research Advi | NONE | $31,729 | not reported in the loaded dataset |
| Warren Averett | NONE | $12,000 | not reported in the loaded dataset |