2023 Form 5500 filing — Lumentum 401(K) 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 20241014174559NAL0013705299001) for Lumentum 401(K) Plan, reported by Lumentum Operations LLC under EIN 47-3844837 and plan number 001. It reports 1,326 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)$244.6MReported net assets$244,597,345
Participants1.3K1,326
Provider compensation$85.7K2 Schedule C row(s)$85,690
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014174559NAL0013705299001
- Plan sponsor
- Lumentum Operations LLC
- EIN
- 47-3844837
- Plan number
- 001
- Location
- San Jose, CA
- 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)$244.6M total assets
Net assets$244.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $244,597,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,597,345
- Employer contributions
- $3,463,799
- Participant contributions
- $11,836,206
- Total income / additions
- $54,707,943
- Benefits paid
- $19,834,773
- Administrative expenses
- $85,690
- Total expenses
- $19,920,463
- Net increase / (decrease)
- $34,787,480
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $72,017 | $0 |
| Sageview Advisory Group LLC | NONE | $13,673 | not reported in the loaded dataset |