2023 Form 5500 filing — Lifespan Corporation 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 20241011182348NAL0039772512001) for Lifespan Corporation Retirement Plan, reported by Lifespan Corporation under EIN 22-2861978 and plan number 001. It reports 14,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182348NAL0039772512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifespan Corporation
- EIN
- 22-2861978
- Plan number
- 001
- Location
- Providence, RI
- Participants
- 14,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $514,852,756
- Total liabilities (EOY)
- $1,193,077
- Net assets (EOY)
- $513,659,679
- Employer contributions
- $30,838,900
- Total income / additions
- $99,188,772
- Benefits paid
- $35,660,715
- Administrative expenses
- $12,721,926
- Total expenses
- $48,382,641
- Net increase / (decrease)
- $50,806,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $706,527 | not reported in the loaded dataset |
| Cambridge Associates, LLC | INVESTMENT MGMT | $597,253 | not reported in the loaded dataset |
| Schroders Investment Management Ltd | INVESTMENT MGMT | $131,514 | not reported in the loaded dataset |
| State Street Bank & Trust Company | TRUSTEE | $131,278 | not reported in the loaded dataset |
| Hs Management Partners | INVESTMENT MGMT | $125,940 | not reported in the loaded dataset |
| Edgbaston Investment Partners, Llp | INVESTMENT MGMT | $122,042 | not reported in the loaded dataset |
| Polen Capital Management, LLC | INVESTMENT MGMT | $100,291 | not reported in the loaded dataset |
| Arrow Street Intl Acwi Ex Us Fd | INVESTMENT MGMT | $84,543 | not reported in the loaded dataset |
| Vulcan Value Partners | INVESTMENT MGMT | $68,659 | not reported in the loaded dataset |
| Income Research & Management | INVESTMENT MGMT | $61,051 | not reported in the loaded dataset |
| Kpmg Llp | ACCOUNTANT | $44,805 | not reported in the loaded dataset |
| Fidelity Invest Inst Oper Co, Inc. | RECORDKEEPER | $29,192 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $19,915 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT | $5,665 | not reported in the loaded dataset |
| Legal & General Investment Mgt.Inc. | INVESTMENT MGMT | $960 | not reported in the loaded dataset |