2023 Form 5500 filing — Lifelong Learning Administration Corporation 403(B) 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 20241015051308NAL0014128755001) for Lifelong Learning Administration Corporation 403(B) Plan, reported by Lifelong Learning Administration Corporation under EIN 47-5307489 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015051308NAL0014128755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifelong Learning Administration Corporation
- EIN
- 47-5307489
- Plan number
- 001
- Location
- Lancaster, CA
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,192,057
- Total liabilities (EOY)
- $79,413
- Net assets (EOY)
- $30,112,644
- Employer contributions
- $1,771,728
- Participant contributions
- $2,210,930
- Total income / additions
- $8,382,505
- Benefits paid
- $586,742
- Administrative expenses
- $232,224
- Total expenses
- $818,966
- Net increase / (decrease)
- $7,563,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | SERVICE PROVIDER | $76,384 | not reported in the loaded dataset |
| Stephen B. Marvin Agency Inc. | SERVICE PROVIDER | $12,731 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |