Lamoille Health Partners 401(K) Plan — Form 5500 plan (Lamoille Health Partners, Inc.)

Plain-English plan 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, Lamoille Health Partners 401(K) Plan is a benefit plan reported by Lamoille Health Partners, Inc. under EIN 04-3358048 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $8,940,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lamoille Health Partners, Inc.
EIN
04-3358048
Plan number
001
Plan type
2
Location
Morrisville, VT
Latest filing year
2023
Participants
292
End-of-year plan assets
$8,940,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20241015155817NAL0058581890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,940,507
Total liabilities (EOY)
$0
Net assets (EOY)
$8,940,507
Net assets (BOY)
$7,245,995

Income & contributions

Employer contributions
$391,511
Participant contributions
$610,148
Total contributions
$1,056,575
Total income / additions
$2,146,556

Expenses & distributions

Benefits paid
$383,766
Administrative expenses
$32,094
Total expenses
$452,044
Net increase / (decrease)
$1,694,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CoSERVICE PROVIDER$31,382$02023
Lpl Financial CorporationBROKER/ADVISOR$0$18,6772023
Annuity Insurance CoCONTRACT ADMINISTRATOR$2,100$3,8582023

Related Form 5500 pages