Lee Enterprises, Incorporated Pension Plan — Form 5500 plan (Lee Enterprises, 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, Lee Enterprises, Incorporated Pension Plan is a benefit plan reported by Lee Enterprises, Inc. under EIN 42-0823980 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,948 participants and $181,636,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lee Enterprises, Inc.
- EIN
- 42-0823980
- Plan number
- 003
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 1,948
- End-of-year plan assets
- $181,636,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,948 | H, C | 20251027102028NAL0005699585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,636,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $181,636,643
- Net assets (BOY)
- $192,613,155
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,656,409
Expenses & distributions
- Benefits paid
- $13,316,953
- Administrative expenses
- $1,315,968
- Total expenses
- $14,632,921
- Net increase / (decrease)
- -$10,976,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc. | NONE | $931,389 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $63,737 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $52,931 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $9,944 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | NONE | $5,455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lee Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Aon Consulting Inc. — Schedule C compensation
- Mercer — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- State Street — Schedule C compensation
- Groom Law Group — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation