Ludwig Institute For Cancer Research Ltd Retirement Savings Plan — Form 5500 plan (Ludwig Institute For Cancer Research, Ltd)

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, Ludwig Institute For Cancer Research Ltd Retirement Savings Plan is a benefit plan reported by Ludwig Institute For Cancer Research, Ltd under EIN 23-7121131 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $42,761,643 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ludwig Institute For Cancer Research, Ltd
EIN
23-7121131
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
260
End-of-year plan assets
$42,761,643

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241010183723NAL0021616033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,761,643
Total liabilities (EOY)
$0
Net assets (EOY)
$42,761,643
Net assets (BOY)
$45,741,787

Income & contributions

Employer contributions
$634,394
Participant contributions
$557,497
Total contributions
$1,191,891
Total income / additions
$7,846,870

Expenses & distributions

Benefits paid
$10,824,921
Administrative expenses
$2,093
Total expenses
$10,827,014
Net increase / (decrease)
-$2,980,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actuarial Benefits Corp.OTHER SERVICES$0$17,2392023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,106$02023

Related Form 5500 pages