2023 Form 5500 filing — Lawrence & Memorial Hospital 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 20241015061148NAL0048308224004) for Lawrence & Memorial Hospital 401(K) Plan, reported by Lawrence & Memorial Hospital under EIN 06-0646704 and plan number 002. It reports 5,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061148NAL0048308224004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lawrence & Memorial Hospital
- EIN
- 06-0646704
- Plan number
- 002
- Location
- New London, CT
- Participants
- 5,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $331,725,809
- Net assets (EOY)
- $331,725,809
- Employer contributions
- $6,324,722
- Participant contributions
- $14,430,126
- Total income / additions
- $71,826,957
- Benefits paid
- $24,507,678
- Administrative expenses
- $105,938
- Total expenses
- $24,884,235
- Net increase / (decrease)
- $46,942,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | CONSULTANT | $50,676 | $0 |
| Baker Tilly Us, Llp | AUDITOR | $13,100 | $0 |
| Willis Towers Watson Us | ACTUARY | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$292,470 | $0 |