403(B) Thrift Plan For Lifenet Virginia Beach, Virginia — Form 5500 plan (Lifenet Health)

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, 403(B) Thrift Plan For Lifenet Virginia Beach, Virginia is a benefit plan reported by Lifenet Health under EIN 52-1273592 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,602 participants and $72,650,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifenet Health
EIN
52-1273592
Plan number
002
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023
Participants
1,602
End-of-year plan assets
$72,650,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,602H, C20241002080806NAL0014553888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,650,047
Total liabilities (EOY)
$0
Net assets (EOY)
$72,650,047
Net assets (BOY)
$56,955,992

Income & contributions

Participant contributions
$9,494,374
Total contributions
$10,170,372
Total income / additions
$20,875,035

Expenses & distributions

Benefits paid
$5,053,073
Administrative expenses
$115,895
Total expenses
$5,180,980
Net increase / (decrease)
$15,694,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$115,895$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages