2023 Form 5500 filing — Lecom Health 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611053956NAL0059196962001) for Lecom Health 403(B) Dc Plan, reported by Millcreek Health System D/B/A Lecom Health under EIN 25-1002937 and plan number 002. It reports 2,820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611053956NAL0059196962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Millcreek Health System D/B/A Lecom Health
- EIN
- 25-1002937
- Plan number
- 002
- Location
- Erie, PA
- Participants
- 2,820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,633,101
- Total liabilities (EOY)
- $301,977
- Net assets (EOY)
- $149,331,124
- Employer contributions
- $5,222,852
- Participant contributions
- $7,771,517
- Total income / additions
- $34,703,656
- Benefits paid
- $12,468,370
- Administrative expenses
- $266,814
- Total expenses
- $12,735,184
- Net increase / (decrease)
- $21,968,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $193,010 | $0 |
| Morgan Stanley Domestic Hldngs | NONE | $55,912 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $16,200 | not reported in the loaded dataset |