Lifecare Alliance 403(B) Retirement Plan — Form 5500 plan (Lifecare Alliance)
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, Lifecare Alliance 403(B) Retirement Plan is a benefit plan reported by Lifecare Alliance under EIN 31-4379494 and plan number 003. The latest loaded filing year is 2023. The filing reports 370 participants and $4,921,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifecare Alliance
- EIN
- 31-4379494
- Plan number
- 003
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $4,921,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241014083352NAL0043865664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,921,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,921,539
- Net assets (BOY)
- $4,320,774
Income & contributions
- Employer contributions
- $127,062
- Participant contributions
- $385,336
- Total contributions
- $515,049
- Total income / additions
- $1,200,983
Expenses & distributions
- Benefits paid
- $582,493
- Administrative expenses
- $17,278
- Total expenses
- $600,218
- Net increase / (decrease)
- $600,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group | NONE | $14,669 | not reported in the loaded dataset | 2023 |