2023 Form 5500 filing — Lsegh, Inc. 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 20241223145118NAL0004990819001) for Lsegh, Inc. 401(K) Plan, reported by Refinitiv Us LLC under EIN 20-4530702 and plan number 001. It reports 4,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223145118NAL0004990819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Refinitiv Us LLC
- EIN
- 20-4530702
- Plan number
- 001
- Location
- New York, NY
- Participants
- 4,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,009,534,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,009,534,243
- Employer contributions
- $17,546,868
- Participant contributions
- $36,723,141
- Total income / additions
- $213,825,734
- Benefits paid
- $94,158,158
- Administrative expenses
- $531,663
- Total expenses
- $94,721,367
- Net increase / (decrease)
- $119,104,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $376,299 | not reported in the loaded dataset |
| Voya Institutional Plan Services | RECORDKEEPER | $166,118 | $0 |
| E & Y Plan Audit Firm | IPQA AUDIT FEE | $153,000 | not reported in the loaded dataset |
| Ssga | INVESTMENT MANAGEMENT | $7,793 | not reported in the loaded dataset |