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LIFE SPAN 403(B) PLAN 401k Plan overview

Plan NameLIFE SPAN 403(B) PLAN
Plan identification number 001

LIFE SPAN 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIFE-SPAN has sponsored the creation of one or more 401k plans.

Company Name:LIFE-SPAN
Employer identification number (EIN):362991281
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE SPAN 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMY FOX2024-07-23
0012022-01-01AMY FOX2023-07-31
0012021-01-01AMY FOX2022-10-28
0012020-01-01AMY FOX2021-10-05
0012019-01-01AMY FOX2020-10-06
0012018-01-01
0012017-01-01AMY C. FOX
0012016-01-01AMY C. FOX
0012015-01-01AMY C. FOX
0012014-01-01AMY C. FOX
0012013-01-01AMY C. FOX
0012012-01-01AMY C. FOX
0012011-01-01AMY C FOX

Plan Statistics for LIFE SPAN 403(B) PLAN

401k plan membership statisitcs for LIFE SPAN 403(B) PLAN

Measure Date Value
2018: LIFE SPAN 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0128
Total participants2018-01-0128
2017: LIFE SPAN 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0129
Total participants2017-01-0129
2016: LIFE SPAN 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0148
Total participants2016-01-0148
2015: LIFE SPAN 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0145
Total participants2015-01-0145
Number of participants with account balances2015-01-0130
2014: LIFE SPAN 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0115
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0145
Total participants2014-01-0145
Number of participants with account balances2014-01-0130
2013: LIFE SPAN 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-0117
Total of all active and inactive participants2013-01-0131
Total participants2013-01-0131
Number of participants with account balances2013-01-0131
2012: LIFE SPAN 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-0113
Total of all active and inactive participants2012-01-0128
Total participants2012-01-0128
Number of participants with account balances2012-01-0128
2011: LIFE SPAN 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Total of all active and inactive participants2011-01-0131
Total participants2011-01-0131

Financial Data on LIFE SPAN 403(B) PLAN

Measure Date Value
2018 : LIFE SPAN 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$98,959
Expenses. Total of all expenses incurred2018-12-31$175,754
Benefits paid (including direct rollovers)2018-12-31$175,290
Total plan assets at end of year2018-12-31$789,410
Total plan assets at beginning of year2018-12-31$866,205
Total contributions received or receivable from participants2018-12-31$98,685
Expenses. Other expenses not covered elsewhere2018-12-31$464
Other income received2018-12-31$-8,673
Net income (gross income less expenses)2018-12-31$-76,795
Net plan assets at end of year (total assets less liabilities)2018-12-31$789,410
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$866,205
Total contributions received or receivable from employer(s)2018-12-31$8,947
2017 : LIFE SPAN 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$151,200
Expenses. Total of all expenses incurred2017-12-31$84,460
Benefits paid (including direct rollovers)2017-12-31$84,383
Total plan assets at end of year2017-12-31$866,205
Total plan assets at beginning of year2017-12-31$799,465
Total contributions received or receivable from participants2017-12-31$87,616
Expenses. Other expenses not covered elsewhere2017-12-31$77
Other income received2017-12-31$60,501
Net income (gross income less expenses)2017-12-31$66,740
Net plan assets at end of year (total assets less liabilities)2017-12-31$866,205
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$799,465
Total contributions received or receivable from employer(s)2017-12-31$3,083
2016 : LIFE SPAN 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$111,099
Expenses. Total of all expenses incurred2016-12-31$19,899
Benefits paid (including direct rollovers)2016-12-31$19,824
Total plan assets at end of year2016-12-31$799,465
Total plan assets at beginning of year2016-12-31$708,265
Total contributions received or receivable from participants2016-12-31$66,387
Expenses. Other expenses not covered elsewhere2016-12-31$75
Other income received2016-12-31$39,712
Net income (gross income less expenses)2016-12-31$91,200
Net plan assets at end of year (total assets less liabilities)2016-12-31$799,465
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$708,265
Total contributions received or receivable from employer(s)2016-12-31$5,000
2015 : LIFE SPAN 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$72,588
Expenses. Total of all expenses incurred2015-12-31$107
Benefits paid (including direct rollovers)2015-12-31$107
Total plan assets at end of year2015-12-31$708,265
Total plan assets at beginning of year2015-12-31$635,784
Total contributions received or receivable from participants2015-12-31$63,820
Other income received2015-12-31$3,768
Net income (gross income less expenses)2015-12-31$72,481
Net plan assets at end of year (total assets less liabilities)2015-12-31$708,265
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$635,784
Total contributions received or receivable from employer(s)2015-12-31$5,000
2014 : LIFE SPAN 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,711
Expenses. Total of all expenses incurred2014-12-31$39,834
Benefits paid (including direct rollovers)2014-12-31$39,834
Total plan assets at end of year2014-12-31$635,784
Total plan assets at beginning of year2014-12-31$588,907
Total contributions received or receivable from participants2014-12-31$56,924
Other income received2014-12-31$24,787
Net income (gross income less expenses)2014-12-31$46,877
Net plan assets at end of year (total assets less liabilities)2014-12-31$635,784
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$588,907
Total contributions received or receivable from employer(s)2014-12-31$5,000
2013 : LIFE SPAN 403(B) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$67,130
Total income from all sources2013-12-31$141,565
Expenses. Total of all expenses incurred2013-12-31$19,990
Benefits paid (including direct rollovers)2013-12-31$19,990
Total plan assets at end of year2013-12-31$588,907
Total plan assets at beginning of year2013-12-31$400,202
Total contributions received or receivable from participants2013-12-31$56,048
Other income received2013-12-31$72,698
Net income (gross income less expenses)2013-12-31$121,575
Net plan assets at end of year (total assets less liabilities)2013-12-31$588,907
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$400,202
Total contributions received or receivable from employer(s)2013-12-31$12,819
2012 : LIFE SPAN 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$41,412
Expenses. Total of all expenses incurred2012-12-31$26,987
Benefits paid (including direct rollovers)2012-12-31$26,987
Total plan assets at end of year2012-12-31$400,202
Total plan assets at beginning of year2012-12-31$385,777
Total contributions received or receivable from participants2012-12-31$15,353
Other income received2012-12-31$26,059
Net income (gross income less expenses)2012-12-31$14,425
Net plan assets at end of year (total assets less liabilities)2012-12-31$400,202
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$385,777
2011 : LIFE SPAN 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$22,800
Expenses. Total of all expenses incurred2011-12-31$42
Total plan assets at end of year2011-12-31$385,777
Total plan assets at beginning of year2011-12-31$363,019
Total contributions received or receivable from participants2011-12-31$33,010
Expenses. Other expenses not covered elsewhere2011-12-31$42
Other income received2011-12-31$-10,210
Net income (gross income less expenses)2011-12-31$22,758
Net plan assets at end of year (total assets less liabilities)2011-12-31$385,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$363,019
2010 : LIFE SPAN 403(B) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-1,896
Total income from all sources2010-12-31$70,183
Expenses. Total of all expenses incurred2010-12-31$10,083
Total plan assets at end of year2010-12-31$363,019
Total plan assets at beginning of year2010-12-31$304,815
Total contributions received or receivable from participants2010-12-31$12,638
Expenses. Other expenses not covered elsewhere2010-12-31$10,083
Other income received2010-12-31$57,545
Net income (gross income less expenses)2010-12-31$60,100
Net plan assets at end of year (total assets less liabilities)2010-12-31$363,019
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$304,815

Form 5500 Responses for LIFE SPAN 403(B) PLAN

2018: LIFE SPAN 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: LIFE SPAN 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIFE SPAN 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIFE SPAN 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIFE SPAN 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIFE SPAN 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIFE SPAN 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIFE SPAN 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Insurance policy start date2017-11-01
Insurance policy end date2018-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Insurance policy start date2016-11-01
Insurance policy end date2017-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Number of Individuals Covered24
Insurance policy start date2014-11-01
Insurance policy end date2015-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered23
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered23
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Number of Individuals Covered24
Insurance policy start date2013-11-01
Insurance policy end date2014-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Number of Individuals Covered23
Insurance policy start date2002-11-01
Insurance policy end date2013-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered26
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-2189-00
Policy instance 2
Insurance contract or identification number354-2189-00
Number of Individuals Covered25
Insurance policy start date2009-11-01
Insurance policy end date2010-11-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number015174329
Policy instance 1
Insurance contract or identification number015174329
Number of Individuals Covered30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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