2023 Form 5500 filing — Lubbock Heart Hospital, Lp 401(K) 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 20240927084225NAL0001088435001) for Lubbock Heart Hospital, Lp 401(K) Plan, reported by Lubbock Heart Hospital, Lp under EIN 51-0436196 and plan number 001. It reports 535 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927084225NAL0001088435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lubbock Heart Hospital, Lp
- EIN
- 51-0436196
- Plan number
- 001
- Location
- Lubbock, TX
- Participants
- 535
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,880,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,880,530
- Employer contributions
- $516,594
- Participant contributions
- $1,561,976
- Total income / additions
- $5,711,364
- Benefits paid
- $1,117,516
- Administrative expenses
- $125,903
- Total expenses
- $1,243,419
- Net increase / (decrease)
- $4,467,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $80,816 | $0 |
| Cambridge Investment Research, Inc. | RETAINED BY EMPLOYER | $45,087 | not reported in the loaded dataset |