Plan5500

Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan — Form 5500 plan (Lakeview Memorial Hospital Association, Inc.)

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, Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan is a benefit plan reported by Lakeview Memorial Hospital Association, Inc. under EIN 41-0811697 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $71,025,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeview Memorial Hospital Association, Inc.
EIN
41-0811697
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
521
End-of-year plan assets
$71,025,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023521H, C20241010162534NAL0011726067002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,025,511
Net assets (EOY)
$71,025,511
Net assets (BOY)
$61,914,896

Income & contributions

Employer contributions
$2,499,996
Total contributions
$2,499,996
Total income / additions
$11,907,516

Expenses & distributions

Benefits paid
$2,795,988
Administrative expenses
$913
Total expenses
$2,796,901
Net increase / (decrease)
$9,110,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
U.S. Bancorp Fund Services, LLCNONE$16,612not reported in the loaded dataset2023
U.S. Bank National AssociationNONE$0$02023

Related Form 5500 pages