Larry H. Miller Associates Retirement Plan — Form 5500 plan (Lhm Adm Ben, 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, Larry H. Miller Associates Retirement Plan is a benefit plan reported by Lhm Adm Ben, Inc. under EIN 87-0325010 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,592 participants and $110,547,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lhm Adm Ben, Inc.
- EIN
- 87-0325010
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 4,592
- End-of-year plan assets
- $110,547,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,592 | H, C | 20240830153738NAL0015061761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,547,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,547,569
- Net assets (BOY)
- $93,016,828
Income & contributions
- Employer contributions
- $2,140,587
- Participant contributions
- $7,313,652
- Total contributions
- $12,577,882
- Total income / additions
- $28,361,668
Expenses & distributions
- Benefits paid
- $10,580,672
- Administrative expenses
- $260,922
- Total expenses
- $10,873,709
- Net increase / (decrease)
- $17,487,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $185,397 | $0 | 2023 |
| Kpmg Llp | ACCOUNTANT | $70,032 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $50,000 | 2023 |
| Lhm | INVESTMENT ADVISORY | $5,493 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lhm Adm Ben, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Sandy, UT
- Principal Life Insurance Company — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Lhm — Schedule C compensation