Lifespan Corporation 403(B)Retirement Plan — Form 5500 plan (Lifespan Corporation)
Plain-English plan 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, Lifespan Corporation 403(B)Retirement Plan is a benefit plan reported by Lifespan Corporation under EIN 22-2861978 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,969 participants and $1,164,361,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifespan Corporation
- EIN
- 22-2861978
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 12,969
- End-of-year plan assets
- $1,164,361,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,969 | H, C | 20240923072407NAL0011204017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,164,361,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,164,361,597
- Net assets (BOY)
- $1,025,724,455
Income & contributions
- Participant contributions
- $10,271,238
- Total contributions
- $10,583,323
- Total income / additions
- $223,893,791
Expenses & distributions
- Benefits paid
- $84,080,119
- Administrative expenses
- $1,115,931
- Total expenses
- $85,256,649
- Net increase / (decrease)
- $138,637,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $409,551 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $222,571 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors, LLC | ADVISOR/CONSULTANT | $69,959 | not reported in the loaded dataset | 2023 |
| Nixon Peabody Llp | LEGAL | $54,285 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | RECORDKEEPER | $4,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifespan Corporation
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Nixon Peabody Llp — Schedule C compensation
- Tiaa-Cref — Schedule C compensation