Lee Enterprises, Inc. Employees Retirement Account Plan — Form 5500 plan (Lee Enterprises, 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, Lee Enterprises, Inc. Employees Retirement Account Plan is a benefit plan reported by Lee Enterprises, Inc. under EIN 42-0823980 and plan number 018. The latest loaded filing year is 2023. The filing reports 6,891 participants and $447,276,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Enterprises, Inc.
- EIN
- 42-0823980
- Plan number
- 018
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 6,891
- End-of-year plan assets
- $447,276,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,891 | H, C | 20241015093905NAL0016072723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $447,276,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $447,276,243
- Net assets (BOY)
- $447,913,977
Income & contributions
- Employer contributions
- $3,880,523
- Participant contributions
- $13,311,632
- Total contributions
- $18,850,662
- Total income / additions
- $78,108,375
Expenses & distributions
- Benefits paid
- $78,341,972
- Administrative expenses
- $194,768
- Total expenses
- $78,746,109
- Net increase / (decrease)
- -$637,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Groom Law Group Chartered | NONE | $102,532 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $95,715 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $42,743 | $0 | 2023 |
| Qdro Consultants | NONE | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Groom Law Group Chartered — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants — Schedule C compensation