Life, Inc. Retirement Plan And Trust — Form 5500 plan (Life, 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, Life, Inc. Retirement Plan And Trust is a benefit plan reported by Life, Inc. under EIN 56-1612948 and plan number 001. The latest loaded filing year is 2023. The filing reports 650 participants and $7,825,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Life, Inc.
EIN
56-1612948
Plan number
001
Plan type
2
Location
Goldsboro, NC
Latest filing year
2023
Participants
650
End-of-year plan assets
$7,825,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023650H, C20240916073013NAL0000582163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,825,993
Total liabilities (EOY)
$0
Net assets (EOY)
$7,825,993
Net assets (BOY)
$7,454,836

Income & contributions

Employer contributions
$620,925
Participant contributions
$0
Total contributions
$620,925
Total income / additions
$1,441,987

Expenses & distributions

Benefits paid
$1,014,143
Administrative expenses
$56,687
Total expenses
$1,070,830
Net increase / (decrease)
$371,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$43,942$02023
Davidson Holland, Whitesell & Co.,AUDITOR$12,000not reported in the loaded dataset2023

Related Form 5500 pages