2023 Form 5500 filing — 403(B) Thrift Plan Of Life Bridges, Inc.
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 20250415144854NAL0006505810001) for 403(B) Thrift Plan Of Life Bridges, Inc., reported by Life Bridges, Inc. under EIN 23-7374336 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415144854NAL0006505810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life Bridges, Inc.
- EIN
- 23-7374336
- Plan number
- 001
- Location
- Cleveland, TN
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,997,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,997,391
- Employer contributions
- $302,151
- Participant contributions
- $291,599
- Total income / additions
- $1,159,141
- Benefits paid
- $165,882
- Administrative expenses
- $67,305
- Total expenses
- $233,187
- Net increase / (decrease)
- $925,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | SERVICE PROVIDER | $38,746 | not reported in the loaded dataset |
| Erisa Services, Inc. | SERVICE PROVIDER | $17,590 | $6,550 |
| Merrill Lynch | INVESTMENT ADVISOR | $7,155 | not reported in the loaded dataset |