403(B) Retirement Plan Of Lifecare Medical Center — Form 5500 plan (Lifecare Medical Center)
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, 403(B) Retirement Plan Of Lifecare Medical Center is a benefit plan reported by Lifecare Medical Center under EIN 41-1804205 and plan number 002. The latest loaded filing year is 2023. The filing reports 552 participants and $39,315,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifecare Medical Center
- EIN
- 41-1804205
- Plan number
- 002
- Plan type
- 2
- Location
- Roseau, MN
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $39,315,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241001103125NAL0011385008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,315,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,315,007
- Net assets (BOY)
- $35,345,341
Income & contributions
- Employer contributions
- $806,232
- Participant contributions
- $1,863,627
- Total contributions
- $2,842,984
- Total income / additions
- $8,556,229
Expenses & distributions
- Benefits paid
- $4,489,372
- Administrative expenses
- $97,191
- Total expenses
- $4,586,563
- Net increase / (decrease)
- $3,969,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,190 | $0 | 2023 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $43,070 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |