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, Lumentum 401(K) Plan is a benefit plan reported by Lumentum Operations LLC under EIN 47-3844837 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,326 participants and $244,597,345 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,597,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,597,345
- Net assets (BOY)
- $209,809,865
Income & contributions
- Employer contributions
- $3,463,799
- Participant contributions
- $11,836,206
- Total contributions
- $16,370,498
- Total income / additions
- $54,707,943
Expenses & distributions
- Benefits paid
- $19,834,773
- Administrative expenses
- $85,690
- Total expenses
- $19,920,463
- Net increase / (decrease)
- $34,787,480