2023 Form 5500 filing — Lakeland Regional Health System Retirement 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 20240807083223NAL0003478433001) for Lakeland Regional Health System Retirement Plan, reported by Lakeland Regional Health System under EIN 38-2609624 and plan number 005. It reports 4,112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807083223NAL0003478433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakeland Regional Health System
- EIN
- 38-2609624
- Plan number
- 005
- Location
- St. Joseph, MI
- Participants
- 4,112
- 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
- Total income / additions
- $25,012,898
- Benefits paid
- $274,001,763
- Administrative expenses
- $187,302
- Total expenses
- $274,212,935
- Net increase / (decrease)
- -$249,200,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran, Pllc | NONE KNOWN | $64,241 | not reported in the loaded dataset |
| Stifel | NONE KNOWN | $48,000 | not reported in the loaded dataset |
| Fidelity Iioc, Inc. | NONE KNOWN | $30,154 | $0 |
| Strategic Advisors, Inc. | NONE KNOWN | $25,046 | not reported in the loaded dataset |
| Miller Johnson Snell & Cummiskey Pc | NONE KNOWN | $19,861 | not reported in the loaded dataset |