2023 Form 5500 filing — Legal & General America, Inc. 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 20241015101305NAL0048785568001) for Legal & General America, Inc. Savings Plan, reported by Legal & General America, Inc. under EIN 52-1236150 and plan number 003. It reports 1,321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101305NAL0048785568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal & General America, Inc.
- EIN
- 52-1236150
- Plan number
- 003
- Location
- Frederick, MD
- Participants
- 1,321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,377,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,377,845
- Employer contributions
- $6,706,578
- Participant contributions
- $11,172,761
- Total income / additions
- $47,169,572
- Benefits paid
- $10,265,172
- Administrative expenses
- $194,724
- Total expenses
- $10,460,133
- Net increase / (decrease)
- $36,709,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $134,806 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $38,588 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $21,280 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $337 | $0 |