Lemonade, Inc. 401(K) Plan — Form 5500 plan (Lemonade, Inc.)

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, Lemonade, Inc. 401(K) Plan is a benefit plan reported by Lemonade, Inc. under EIN 32-0469673 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $30,437,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lemonade, Inc.
EIN
32-0469673
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
839
End-of-year plan assets
$30,437,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023839H, C20241007141557NAL0016218913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,437,369
Total liabilities (EOY)
$0
Net assets (EOY)
$30,437,369
Net assets (BOY)
$13,892,515

Income & contributions

Employer contributions
$2,578,879
Participant contributions
$5,015,802
Total contributions
$8,885,246
Total income / additions
$12,983,985

Expenses & distributions

Benefits paid
$4,426,619
Administrative expenses
$92,473
Total expenses
$4,535,441
Net increase / (decrease)
$8,448,544

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,817$02023
Securian Financial Services IncADVISOR$31,014not reported in the loaded dataset2023

Related Form 5500 pages