The Lakeview Employees' Tax Deferred Annuity Plan — Form 5500 plan (Lakeview Memorial Hospital Association, 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, The Lakeview Employees' Tax Deferred Annuity Plan is a benefit plan reported by Lakeview Memorial Hospital Association, Inc. under EIN 41-0811697 and plan number 007. The latest loaded filing year is 2023. The filing reports 152 participants and $8,626,285 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.6MPlan net assets, end of year$8,626,285
Participants152Covered participants reported
Assets / participant$56.8KComputed: assets ÷ participants$56,752 (computed)
Provider compensation$7241 Schedule C provider row(s)
- Plan sponsor
- Lakeview Memorial Hospital Association, Inc.
- EIN
- 41-0811697
- Plan number
- 007
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240912121338NAL0010111377002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $8,626,285
- Net assets (EOY)
- $8,626,285
- Net assets (BOY)
- $8,424,721
Income & contributions
- Total income / additions
- $1,501,924
Expenses & distributions
- Benefits paid
- $1,294,187
- Administrative expenses
- $6,173
- Total expenses
- $1,300,360
- Net increase / (decrease)
- $201,564
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income86%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Op | RECORDKEEPER | $724 | $0 | 2023 |