Lockwood Hills Federal, LLC Health & Welfare Plan — Form 5500 plan (Lockwood Hills Federal, LLC)
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, Lockwood Hills Federal, LLC Health & Welfare Plan is a benefit plan reported by Lockwood Hills Federal, LLC under EIN 61-1753897 and plan number 501. The latest loaded filing year is 2023. The filing reports 508 participants and $1,059,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lockwood Hills Federal, LLC
- EIN
- 61-1753897
- Plan number
- 501
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $1,059,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241203172916NAL0001655395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,059,843
- Total liabilities (EOY)
- $888,398
- Net assets (EOY)
- $171,445
- Net assets (BOY)
- $206,400
Income & contributions
- Employer contributions
- $3,739,354
- Participant contributions
- $327,120
- Total contributions
- $3,154,427
- Total income / additions
- $3,156,651
Expenses & distributions
- Benefits paid
- $3,029,561
- Administrative expenses
- $162,045
- Total expenses
- $3,191,606
- Net increase / (decrease)
- -$34,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services, | PLAN SERVICE PROVIDERR | $73,686 | not reported in the loaded dataset | 2023 |
| Fce Benefit Administrators, Inc | PLAN SERVICE PROVIDER | $41,350 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, LLC | NONE | $25,121 | not reported in the loaded dataset | 2023 |
| Trust Management Services | PLAN SERVICE PROVIDER | $17,003 | not reported in the loaded dataset | 2023 |
| Compsych | NONE | $0 | $5,076 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lockwood Hills Federal, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Cbiz Benefits & Insurance Services, — Schedule C compensation
- Fce Benefit Administrators, Inc — Schedule C compensation
- Cliftonlarsonallen, LLC — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Compsych — Schedule C compensation