2023 Form 5500 filing — 403(B) Retirement Plan Of Lifecare Medical Center
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 20241001103125NAL0011385008001) for 403(B) Retirement Plan Of Lifecare Medical Center, reported by Lifecare Medical Center under EIN 41-1804205 and plan number 002. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001103125NAL0011385008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifecare Medical Center
- EIN
- 41-1804205
- Plan number
- 002
- Location
- Roseau, MN
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,315,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,315,007
- Employer contributions
- $806,232
- Participant contributions
- $1,863,627
- Total income / additions
- $8,556,229
- Benefits paid
- $4,489,372
- Administrative expenses
- $97,191
- Total expenses
- $4,586,563
- Net increase / (decrease)
- $3,969,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,190 | $0 |
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $43,070 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |