Lamprey Health Care 403(B) Plan — Form 5500 plan (Lamprey Health Care, 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, Lamprey Health Care 403(B) Plan is a benefit plan reported by Lamprey Health Care, Inc under EIN 23-7305106 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $15,496,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lamprey Health Care, Inc
- EIN
- 23-7305106
- Plan number
- 001
- Plan type
- 2
- Location
- Newmarket, NH
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $15,496,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240816084125NAL0024228112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,496,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,496,016
- Net assets (BOY)
- $13,384,159
Income & contributions
- Employer contributions
- $370,672
- Participant contributions
- $1,027,192
- Total contributions
- $1,606,758
- Total income / additions
- $3,734,485
Expenses & distributions
- Benefits paid
- $1,570,429
- Administrative expenses
- $48,601
- Total expenses
- $1,622,628
- Net increase / (decrease)
- $2,111,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,600 | $0 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $29,634 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lamprey Health Care, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Newmarket, NH
- Principal Life Insurance Company — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation