2023 Form 5500 filing — Lakeland Regional Medical Center Retirement Plan Trust
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 20250717102533NAL0000185136001) for Lakeland Regional Medical Center Retirement Plan Trust, reported by Lakeland Regional Medical Center, Inc. under EIN 59-2650456 and plan number 002. It reports 5,306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250717102533NAL0000185136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeland Regional Medical Center, Inc.
- EIN
- 59-2650456
- Plan number
- 002
- Location
- Lakeland, FL
- Participants
- 5,306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,552,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $176,552,054
- Employer contributions
- $7,151,981
- Participant contributions
- $0
- Total income / additions
- $31,031,868
- Benefits paid
- $9,563,992
- Administrative expenses
- $230,974
- Total expenses
- $9,789,080
- Net increase / (decrease)
- $21,242,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $197,373 | $0 |
| Bks Retriement Services | CONSULTANT | $25,000 | not reported in the loaded dataset |
| Pya Pc. | ACCOUNTANT/AUDITOR | $8,601 | not reported in the loaded dataset |