Lakeland Regional Health System Retirement Plan — Form 5500 plan (Lakeland Regional Health System)
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, Lakeland Regional Health System Retirement Plan is a benefit plan reported by Lakeland Regional Health System under EIN 38-2609624 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,112 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lakeland Regional Health System
- EIN
- 38-2609624
- Plan number
- 005
- Plan type
- 2
- Location
- St. Joseph, MI
- Latest filing year
- 2023
- Participants
- 4,112
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,112 | H, C | 20240807083223NAL0003478433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $249,200,037
Income & contributions
- Total contributions
- $0
- Total income / additions
- $25,012,898
Expenses & distributions
- Benefits paid
- $274,001,763
- Administrative expenses
- $187,302
- Total expenses
- $274,212,935
- Net increase / (decrease)
- -$249,200,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plante & Moran, Pllc | NONE KNOWN | $64,241 | not reported in the loaded dataset | 2023 |
| Stifel | NONE KNOWN | $48,000 | not reported in the loaded dataset | 2023 |
| Fidelity Iioc, Inc. | NONE KNOWN | $30,154 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE KNOWN | $25,046 | not reported in the loaded dataset | 2023 |
| Miller Johnson Snell & Cummiskey Pc | NONE KNOWN | $19,861 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lakeland Regional Health System
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in St. Joseph, MI
- Plante & Moran, Pllc — Schedule C compensation
- Stifel — Schedule C compensation
- Fidelity Iioc, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Miller Johnson Snell & Cummiskey Pc — Schedule C compensation