2023 Form 5500 filing — Legal & General America, Inc. Cash Balance 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 20241015101744NAL0014387091001) for Legal & General America, Inc. Cash Balance Plan, reported by Legal & General America, Inc under EIN 52-1236150 and plan number 001. It reports 1,196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015101744NAL0014387091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal & General America, Inc
- EIN
- 52-1236150
- Plan number
- 001
- Location
- Frederick, MD
- Participants
- 1,196
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,546,139
- Total liabilities (EOY)
- $30,290
- Net assets (EOY)
- $63,515,849
- Employer contributions
- $5,600,000
- Total income / additions
- $11,595,174
- Benefits paid
- $2,244,577
- Administrative expenses
- $16,945
- Total expenses
- $2,261,522
- Net increase / (decrease)
- $9,333,652
- Schedule source
- Schedule H