Lima Memorial Health System 401(K) Plan — Form 5500 plan (Lima Memorial Health System)

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, Lima Memorial Health System 401(K) Plan is a benefit plan reported by Lima Memorial Health System under EIN 34-1883284 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,952 participants and $109,813,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lima Memorial Health System
EIN
34-1883284
Plan number
002
Plan type
2
Location
Lima, OH
Latest filing year
2023
Participants
1,952
End-of-year plan assets
$109,813,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,952H, C20240925111136NAL0014603633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,813,556
Total liabilities (EOY)
$0
Net assets (EOY)
$109,813,556
Net assets (BOY)
$88,783,938

Income & contributions

Employer contributions
$3,499,129
Participant contributions
$6,479,317
Total contributions
$10,882,578
Total income / additions
$28,999,936

Expenses & distributions

Benefits paid
$7,808,967
Administrative expenses
$105,237
Total expenses
$7,970,318
Net increase / (decrease)
$21,029,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$71,705$02023
Strategic Advisors, Inc.ADVISOR$33,531not reported in the loaded dataset2023

Related Form 5500 pages