2023 Form 5500 filing — Lake Charles Memorial Health System 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 20241015162009NAL0015068307001) for Lake Charles Memorial Health System Retirement Plan, reported by Southwest Louisiana Hospital Association under EIN 72-0551963 and plan number 002. It reports 2,928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162009NAL0015068307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Louisiana Hospital Association
- EIN
- 72-0551963
- Plan number
- 002
- Location
- Lake Charles, LA
- Participants
- 2,928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,043,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,043,154
- Employer contributions
- $4,420,998
- Total income / additions
- $10,677,910
- Benefits paid
- $4,240,545
- Administrative expenses
- $115,010
- Total expenses
- $4,355,555
- Net increase / (decrease)
- $6,322,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $71,151 | $0 |
| Parallel Advisors | SERVICE PROVIDER | $43,859 | not reported in the loaded dataset |