Lammico Employee Retirement Plan — Form 5500 plan (Lammico)
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, Lammico Employee Retirement Plan is a benefit plan reported by Lammico under EIN 72-0925617 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $44,987,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lammico
- EIN
- 72-0925617
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $44,987,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240821081448NAL0006604128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,987,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,987,796
- Net assets (BOY)
- $43,443,324
Income & contributions
- Employer contributions
- $1,175,370
- Participant contributions
- $1,550,923
- Total contributions
- $2,844,459
- Total income / additions
- $9,208,367
Expenses & distributions
- Benefits paid
- $7,594,211
- Administrative expenses
- $69,684
- Total expenses
- $7,663,895
- Net increase / (decrease)
- $1,544,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,292 | $0 | 2023 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $22,694 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,698 | not reported in the loaded dataset | 2023 |