Plan5500

Lecom Health 403(B) Dc Plan — Form 5500 plan (Millcreek Health System D/B/A Lecom Health)

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, Lecom Health 403(B) Dc Plan is a benefit plan reported by Millcreek Health System D/B/A Lecom Health under EIN 25-1002937 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,820 participants and $149,633,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Millcreek Health System D/B/A Lecom Health
EIN
25-1002937
Plan number
002
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
2,820
End-of-year plan assets
$149,633,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,820H, C20240611053956NAL0059196962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,633,101
Total liabilities (EOY)
$301,977
Net assets (EOY)
$149,331,124
Net assets (BOY)
$127,355,124

Income & contributions

Employer contributions
$5,222,852
Participant contributions
$7,771,517
Total contributions
$13,788,659
Total income / additions
$34,703,656

Expenses & distributions

Benefits paid
$12,468,370
Administrative expenses
$266,814
Total expenses
$12,735,184
Net increase / (decrease)
$21,968,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$193,010$02023
Morgan Stanley Domestic HldngsNONE$55,912not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$16,200not reported in the loaded dataset2023

Related Form 5500 pages