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, Thrift Retirement Plan is a benefit plan reported by Lifeworks Services, Inc. (Contract) under EIN 41-0907857 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,769 participants and $18,462,174 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,462,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,462,174
- Net assets (BOY)
- $16,569,131
Income & contributions
- Employer contributions
- $567,864
- Participant contributions
- $756,178
- Total contributions
- $1,382,514
- Total income / additions
- $4,138,843
Expenses & distributions
- Benefits paid
- $2,197,285
- Administrative expenses
- $48,515
- Total expenses
- $2,245,800
- Net increase / (decrease)
- $1,893,043