2023 Form 5500 filing — Lee Enterprises Welfare Benefit 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 20241015225751NAL0015500339005) for Lee Enterprises Welfare Benefit Plan, reported by Pulitzer, Inc. under EIN 43-1819711 and plan number 501. It reports 2,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015225751NAL0015500339005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pulitzer, Inc.
- EIN
- 43-1819711
- Plan number
- 501
- Location
- Davenport, IA
- Participants
- 2,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,318,410
- Total liabilities (EOY)
- $4,049,239
- Net assets (EOY)
- -$2,730,829
- Employer contributions
- $18,703,331
- Participant contributions
- $9,391,153
- Total income / additions
- $28,094,484
- Benefits paid
- $25,108,914
- Administrative expenses
- $3,734,753
- Total expenses
- $28,843,667
- Net increase / (decrease)
- -$749,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Insurance | INSURANCE SERVICES | $1,182,258 | not reported in the loaded dataset |
| Quartz Health Solutions, Inc. | CLAIMS ADMINISTRATOR | $605,611 | not reported in the loaded dataset |
| Express Scripts | CLAIMS ADMINISTRATOR | $474,472 | not reported in the loaded dataset |
| Tri-Star | CLAIMS ADMINISTRATOR | $14,303 | not reported in the loaded dataset |