The Lakeview Employees' Tax Deferred Annuity 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, The Lakeview Employees' Tax Deferred Annuity Plan is a benefit plan reported by Lakeview Memorial Hospital Association, Inc. under EIN 41-0811697 and plan number 007. The latest loaded filing year is 2023. The filing reports 152 participants and $8,626,285 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
007
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
152
End-of-year plan assets
$8,626,285

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20240912121338NAL0010111377002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,626,285
Net assets (EOY)
$8,626,285
Net assets (BOY)
$8,424,721

Income & contributions

Total income / additions
$1,501,924

Expenses & distributions

Benefits paid
$1,294,187
Administrative expenses
$6,173
Total expenses
$1,300,360
Net increase / (decrease)
$201,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst OpRECORDKEEPER$724$02023

Related Form 5500 pages