Lake Region Healthcare Corporation Retirement Plan — Form 5500 plan (Lake Region Healthcare Corporation)

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, Lake Region Healthcare Corporation Retirement Plan is a benefit plan reported by Lake Region Healthcare Corporation under EIN 41-0730602 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,241 participants and $77,039,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lake Region Healthcare Corporation
EIN
41-0730602
Plan number
007
Plan type
2
Location
Fergus Falls, MN
Latest filing year
2023
Participants
1,241
End-of-year plan assets
$77,039,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,241H, C20250624114237NAL0004199891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,039,648
Total liabilities (EOY)
$0
Net assets (EOY)
$77,039,648
Net assets (BOY)
$66,064,625

Income & contributions

Employer contributions
$644,135
Participant contributions
$4,141,776
Total contributions
$5,417,707
Total income / additions
$20,735,533

Expenses & distributions

Benefits paid
$9,623,966
Administrative expenses
$136,544
Total expenses
$9,760,510
Net increase / (decrease)
$10,975,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$70,205$02023
Fiduciaryvest LLCCONSULTANT$66,339not reported in the loaded dataset2023

Related Form 5500 pages