2023 Form 5500 filing — Lakeview Memorial Hospital Association, Inc. Employees' Pension 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 20241010162534NAL0011726067002) for Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan, reported by Lakeview Memorial Hospital Association, Inc. under EIN 41-0811697 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162534NAL0011726067002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeview Memorial Hospital Association, Inc.
- EIN
- 41-0811697
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,025,511
- Net assets (EOY)
- $71,025,511
- Employer contributions
- $2,499,996
- Total income / additions
- $11,907,516
- Benefits paid
- $2,795,988
- Administrative expenses
- $913
- Total expenses
- $2,796,901
- Net increase / (decrease)
- $9,110,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.S. Bancorp Fund Services, LLC | NONE | $16,612 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $0 | $0 |