Lee Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by Lee Enterprises, Inc. under EIN 42-0823980 and plan number 521. The latest loaded filing year is 2023. The filing reports 82 participants and $26,753,742 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
- 521
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $26,753,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | H | 20251015220117NAL0007533728002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,753,742
- Total liabilities (EOY)
- $174,897
- Net assets (EOY)
- $26,578,845
- Net assets (BOY)
- $24,271,641
Income & contributions
- Employer contributions
- $209,960
- Participant contributions
- $0
- Total contributions
- $209,960
- Total income / additions
- $2,424,216
Expenses & distributions
- Benefits paid
- -$65,349
- Administrative expenses
- $182,361
- Total expenses
- $117,012
- Net increase / (decrease)
- $2,307,204
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.