Lifelong Learning Administration Corporation 403(B) Plan — Form 5500 plan (Lifelong Learning Administration Corporation)
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, Lifelong Learning Administration Corporation 403(B) Plan is a benefit plan reported by Lifelong Learning Administration Corporation under EIN 47-5307489 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $30,192,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifelong Learning Administration Corporation
- EIN
- 47-5307489
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, CA
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $30,192,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241015051308NAL0014128755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,192,057
- Total liabilities (EOY)
- $79,413
- Net assets (EOY)
- $30,112,644
- Net assets (BOY)
- $21,818,777
Income & contributions
- Employer contributions
- $1,771,728
- Participant contributions
- $2,210,930
- Total contributions
- $4,062,470
- Total income / additions
- $8,382,505
Expenses & distributions
- Benefits paid
- $586,742
- Administrative expenses
- $232,224
- Total expenses
- $818,966
- Net increase / (decrease)
- $7,563,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | SERVICE PROVIDER | $76,384 | not reported in the loaded dataset | 2023 |
| Stephen B. Marvin Agency Inc. | SERVICE PROVIDER | $12,731 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifelong Learning Administration Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lancaster, CA
- Pensionmark Financial Group — Schedule C compensation
- Stephen B. Marvin Agency Inc. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation