2023 Form 5500 filing — Lee Enterprises, Incorporated Pension 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 20251027102028NAL0005699585001) for Lee Enterprises, Incorporated Pension Plan, reported by Lee Enterprises, Inc. under EIN 42-0823980 and plan number 003. It reports 1,948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251027102028NAL0005699585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lee Enterprises, Inc.
- EIN
- 42-0823980
- Plan number
- 003
- Location
- Davenport, IA
- Participants
- 1,948
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,636,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,636,643
- Total income / additions
- $3,656,409
- Benefits paid
- $13,316,953
- Administrative expenses
- $1,315,968
- Total expenses
- $14,632,921
- Net increase / (decrease)
- -$10,976,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc. | NONE | $931,389 | not reported in the loaded dataset |
| Mercer | NONE | $63,737 | not reported in the loaded dataset |
| Cohnreznick Llp | NONE | $60,000 | not reported in the loaded dataset |
| State Street | NONE | $52,931 | not reported in the loaded dataset |
| Groom Law Group | NONE | $9,944 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | NONE | $5,455 | not reported in the loaded dataset |