Lincare Employees' 401(K) Plan — Form 5500 plan (Lincare 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, Lincare Employees' 401(K) Plan is a benefit plan reported by Lincare Inc. under EIN 59-2852900 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,614 participants and $436,930,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincare Inc.
- EIN
- 59-2852900
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 13,614
- End-of-year plan assets
- $436,930,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,614 | H, C | 20240927180042NAL0002650529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,930,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,930,739
- Net assets (BOY)
- $380,744,658
Income & contributions
- Employer contributions
- $14,114,142
- Participant contributions
- $29,782,582
- Total contributions
- $45,820,189
- Total income / additions
- $107,650,125
Expenses & distributions
- Benefits paid
- $50,873,317
- Administrative expenses
- $562,884
- Total expenses
- $51,464,044
- Net increase / (decrease)
- $56,186,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $446,126 | $0 | 2023 |
| Sageview Advisory Group LLC | CONSULTANT/PLAN SPONSOR | $105,000 | not reported in the loaded dataset | 2023 |
| Lbmc, Pc | PLAN ADMINISTRATOR | $11,700 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincare Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Lbmc, Pc — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation