2023 Form 5500 filing — Lifelong Medical Care 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 20260417001307NAL0025787379001) for Lifelong Medical Care 403(B) Plan, reported by Lifelong Medical Care under EIN 94-2502308 and plan number 002. It reports 1,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260417001307NAL0025787379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifelong Medical Care
- EIN
- 94-2502308
- Plan number
- 002
- Location
- Berkeley, CA
- Participants
- 1,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,031,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,031,574
- Employer contributions
- $2,541,929
- Participant contributions
- $3,268,943
- Total income / additions
- $12,409,298
- Benefits paid
- $5,995,710
- Administrative expenses
- $145,194
- Total expenses
- $6,140,904
- Net increase / (decrease)
- $6,268,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $80,210 | not reported in the loaded dataset |
| Lpl Financial Corporation Rpcp | NONE | $64,982 | not reported in the loaded dataset |