Lowell General Hospital Corp. Inc. 403(B) Retirement (Formerly Lgh Fidelity 403(B) Retirement Savings Plan — Form 5500 plan (Lowell General Hospital)
Plain-English plan 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, Lowell General Hospital Corp. Inc. 403(B) Retirement (Formerly Lgh Fidelity 403(B) Retirement Savings Plan is a benefit plan reported by Lowell General Hospital under EIN 04-2103590 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,509 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowell General Hospital
- EIN
- 04-2103590
- Plan number
- 004
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 5,509
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,509 | H, C | 20240714104457NAL0000648784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $206,564,341
Income & contributions
- Employer contributions
- $3,223,092
- Participant contributions
- $12,375,897
- Total contributions
- $21,717,191
- Total income / additions
- $39,997,106
Expenses & distributions
- Benefits paid
- $14,603,180
- Administrative expenses
- $166,966
- Total expenses
- $14,750,362
- Net increase / (decrease)
- $25,246,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Op Co | RECORDKEEPER | $95,940 | $0 | 2023 |
| Cbiz Mhm, LLC | AUDITOR | $24,872 | not reported in the loaded dataset | 2023 |
| Mayer Hoffman Mccann Pc | ACCOUNTANT/AUDITOR | $23,502 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | INVEST ADVISORY | $7,797 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lowell General Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lowell, MA
- Fidelity Investments Inst Op Co — Schedule C compensation
- Cbiz Mhm, LLC — Schedule C compensation
- Mayer Hoffman Mccann Pc — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation