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, Lake Regional Health System Employees' Retirement Plan is a benefit plan reported by Lake Regional Health System under EIN 23-7339737 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,788 participants and $103,250,495 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,250,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,250,495
- Net assets (BOY)
- $85,630,446
Income & contributions
- Employer contributions
- $2,743,489
- Participant contributions
- $5,908,328
- Total contributions
- $9,362,272
- Total income / additions
- $24,355,331
Expenses & distributions
- Benefits paid
- $6,504,335
- Administrative expenses
- $226,108
- Total expenses
- $6,735,282
- Net increase / (decrease)
- $17,620,049