2023 Form 5500 filing — Lake Regional Health System Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918131102NAL0004363089001) for Lake Regional Health System Employees' Retirement Plan, reported by Lake Regional Health System under EIN 23-7339737 and plan number 003. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918131102NAL0004363089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lake Regional Health System
- EIN
- 23-7339737
- Plan number
- 003
- Location
- Osage Beach, MO
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,250,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,250,495
- Employer contributions
- $2,743,489
- Participant contributions
- $5,908,328
- Total income / additions
- $24,355,331
- Benefits paid
- $6,504,335
- Administrative expenses
- $226,108
- Total expenses
- $6,735,282
- Net increase / (decrease)
- $17,620,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $142,909 | $0 |
| Moneta Group Investment | INVESTMENT ADVISORY | $83,199 | not reported in the loaded dataset |