2023 Form 5500 filing — Lowell General Hospital Corp. Inc. 403(B) Retirement (Formerly Lgh Fidelity 403(B) Retirement Savings 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 20240714104457NAL0000648784001) for Lowell General Hospital Corp. Inc. 403(B) Retirement (Formerly Lgh Fidelity 403(B) Retirement Savings Plan, reported by Lowell General Hospital under EIN 04-2103590 and plan number 004. It reports 5,509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240714104457NAL0000648784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lowell General Hospital
- EIN
- 04-2103590
- Plan number
- 004
- Location
- Lowell, MA
- Participants
- 5,509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $3,223,092
- Participant contributions
- $12,375,897
- Total income / additions
- $39,997,106
- Benefits paid
- $14,603,180
- Administrative expenses
- $166,966
- Total expenses
- $14,750,362
- Net increase / (decrease)
- $25,246,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Op Co | RECORDKEEPER | $95,940 | $0 |
| Cbiz Mhm, LLC | AUDITOR | $24,872 | not reported in the loaded dataset |
| Mayer Hoffman Mccann Pc | ACCOUNTANT/AUDITOR | $23,502 | not reported in the loaded dataset |
| Sageview Advisory Group | INVEST ADVISORY | $7,797 | not reported in the loaded dataset |