The Lighthouse For The Blind, Inc. Tax-Deferred Annuity Plan — Form 5500 plan (The Lighthouse For The Blind, 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, The Lighthouse For The Blind, Inc. Tax-Deferred Annuity Plan is a benefit plan reported by The Lighthouse For The Blind, Inc. under EIN 91-0295070 and plan number 002. The latest loaded filing year is 2023. The filing reports 646 participants and $38,676,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lighthouse For The Blind, Inc.
- EIN
- 91-0295070
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $38,676,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20240723153617NAL0020161744005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,676,028
- Net assets (EOY)
- $38,676,028
- Net assets (BOY)
- $32,850,766
Income & contributions
- Employer contributions
- $1,259,544
- Participant contributions
- $1,910,014
- Total contributions
- $3,200,162
- Total income / additions
- $8,680,311
Expenses & distributions
- Benefits paid
- $2,756,363
- Administrative expenses
- $81,626
- Total expenses
- $2,855,049
- Net increase / (decrease)
- $5,825,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Instit. Oper. Co.,Inc | RECORDKEEPER | $56,880 | $0 | 2023 |
| Usi Advisors | N/A | $15,000 | not reported in the loaded dataset | 2023 |
| Kibble And Prentice | N/A | $5,000 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lighthouse For The Blind, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Fidelity Inv. Instit. Oper. Co.,Inc — Schedule C compensation
- Usi Advisors — Schedule C compensation
- Kibble And Prentice — Schedule C compensation
- Vanguard — Schedule C compensation