Lubbock Heart Hospital, Lp 401(K) Plan — Form 5500 plan (Lubbock Heart Hospital, Lp)

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, Lubbock Heart Hospital, Lp 401(K) Plan is a benefit plan reported by Lubbock Heart Hospital, Lp under EIN 51-0436196 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $21,880,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lubbock Heart Hospital, Lp
EIN
51-0436196
Plan number
001
Plan type
2
Location
Lubbock, TX
Latest filing year
2023
Participants
535
End-of-year plan assets
$21,880,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023535H, C20240927084225NAL0001088435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,880,530
Total liabilities (EOY)
$0
Net assets (EOY)
$21,880,530
Net assets (BOY)
$17,412,585

Income & contributions

Employer contributions
$516,594
Participant contributions
$1,561,976
Total contributions
$2,831,947
Total income / additions
$5,711,364

Expenses & distributions

Benefits paid
$1,117,516
Administrative expenses
$125,903
Total expenses
$1,243,419
Net increase / (decrease)
$4,467,945

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY EMPLOYER$80,816$02023
Cambridge Investment Research, Inc.RETAINED BY EMPLOYER$45,087not reported in the loaded dataset2023

Related Form 5500 pages