2023 Form 5500 filing — Lee Retiree Medical 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 20251015220117NAL0007533728002) for Lee Retiree Medical Plan, reported by Lee Enterprises, Inc. under EIN 42-0823980 and plan number 521. It reports 82 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20251015220117NAL0007533728002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Enterprises, Inc.
- EIN
- 42-0823980
- Plan number
- 521
- Location
- Davenport, IA
- Participants
- 82
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,753,742
- Total liabilities (EOY)
- $174,897
- Net assets (EOY)
- $26,578,845
- Employer contributions
- $209,960
- Participant contributions
- $0
- Total income / additions
- $2,424,216
- Benefits paid
- -$65,349
- Administrative expenses
- $182,361
- Total expenses
- $117,012
- Net increase / (decrease)
- $2,307,204
- Schedule source
- Schedule H