Lifecare Assurance Company 401(K) Plan — Form 5500 plan (Lifecare Assurance Company)
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, Lifecare Assurance Company 401(K) Plan is a benefit plan reported by Lifecare Assurance Company under EIN 86-0388413 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $36,011,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifecare Assurance Company
- EIN
- 86-0388413
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $36,011,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241011163041NAL0011179907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,011,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,011,436
- Net assets (BOY)
- $30,637,514
Income & contributions
- Employer contributions
- $289,628
- Participant contributions
- $1,859,814
- Total contributions
- $2,337,520
- Total income / additions
- $7,047,547
Expenses & distributions
- Benefits paid
- $1,670,550
- Administrative expenses
- $3,075
- Total expenses
- $1,673,625
- Net increase / (decrease)
- $5,373,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $38,500 | not reported in the loaded dataset | 2023 |
| Truog-Ryding Company | CONTRACT ADMIN | $3,150 | $15,170 | 2023 |
| Jkl Rosenberger Llp | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Company | RECORDKEEPER | $3,120 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifecare Assurance Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Woodland Hills, CA
- Nfp Retirement Inc — Schedule C compensation
- Truog-Ryding Company — Schedule C compensation
- Jkl Rosenberger Llp — Schedule C compensation
- Empower Annuity Ins Company — Schedule C compensation