Lakeview Health 401(K) 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 Health 401(K) Plan is a benefit plan reported by Lakeview Memorial Hospital Association, Inc. under EIN 41-0811697 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,740 participants and $109,071,371 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
008
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
1,740
End-of-year plan assets
$109,071,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,740H, C20240912121338NAL0010111377003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,071,371
Net assets (EOY)
$109,071,371
Net assets (BOY)
$91,583,195

Income & contributions

Employer contributions
$3,275,229
Participant contributions
$7,601,731
Total contributions
$13,208,998
Total income / additions
$30,271,328

Expenses & distributions

Benefits paid
$12,709,615
Administrative expenses
$73,537
Total expenses
$12,783,152
Net increase / (decrease)
$17,488,176

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$32,790$02023

Related Form 5500 pages