Lawrence & Memorial Hospital 401(K) Plan — Form 5500 plan (Lawrence & Memorial 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, Lawrence & Memorial Hospital 401(K) Plan is a benefit plan reported by Lawrence & Memorial Hospital under EIN 06-0646704 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,398 participants and $331,725,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lawrence & Memorial Hospital
- EIN
- 06-0646704
- Plan number
- 002
- Plan type
- 2
- Location
- New London, CT
- Latest filing year
- 2023
- Participants
- 5,398
- End-of-year plan assets
- $331,725,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,398 | H, C | 20241015061148NAL0048308224004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $331,725,809
- Net assets (EOY)
- $331,725,809
- Net assets (BOY)
- $284,783,087
Income & contributions
- Employer contributions
- $6,324,722
- Participant contributions
- $14,430,126
- Total contributions
- $22,276,740
- Total income / additions
- $71,826,957
Expenses & distributions
- Benefits paid
- $24,507,678
- Administrative expenses
- $105,938
- Total expenses
- $24,884,235
- Net increase / (decrease)
- $46,942,722
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners | CONSULTANT | $50,676 | $0 | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $13,100 | $0 | 2023 |
| Willis Towers Watson Us | ACTUARY | $10,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$292,470 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lawrence & Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New London, CT
- Capfinancial Partners — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Willis Towers Watson Us — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation