2023 Form 5500 filing — Lake Region Healthcare Corporation 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 20250624114237NAL0004199891001) for Lake Region Healthcare Corporation Retirement Plan, reported by Lake Region Healthcare Corporation under EIN 41-0730602 and plan number 007. It reports 1,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624114237NAL0004199891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lake Region Healthcare Corporation
- EIN
- 41-0730602
- Plan number
- 007
- Location
- Fergus Falls, MN
- Participants
- 1,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,039,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,039,648
- Employer contributions
- $644,135
- Participant contributions
- $4,141,776
- Total income / additions
- $20,735,533
- Benefits paid
- $9,623,966
- Administrative expenses
- $136,544
- Total expenses
- $9,760,510
- Net increase / (decrease)
- $10,975,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,205 | $0 |
| Fiduciaryvest LLC | CONSULTANT | $66,339 | not reported in the loaded dataset |