2023 Form 5500 filing — Lamoille Health Partners 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 20241015155817NAL0058581890001) for Lamoille Health Partners 401(K) Plan, reported by Lamoille Health Partners, Inc. under EIN 04-3358048 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155817NAL0058581890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lamoille Health Partners, Inc.
- EIN
- 04-3358048
- Plan number
- 001
- Location
- Morrisville, VT
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,940,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,940,507
- Employer contributions
- $391,511
- Participant contributions
- $610,148
- Total income / additions
- $2,146,556
- Benefits paid
- $383,766
- Administrative expenses
- $32,094
- Total expenses
- $452,044
- Net increase / (decrease)
- $1,694,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | SERVICE PROVIDER | $31,382 | $0 |
| Lpl Financial Corporation | BROKER/ADVISOR | $0 | $18,677 |
| Annuity Insurance Co | CONTRACT ADMINISTRATOR | $2,100 | $3,858 |