Plan5500

Lee Enterprises Welfare Benefit Plan — Form 5500 plan (Pulitzer, 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 Welfare Benefit Plan is a benefit plan reported by Pulitzer, Inc. under EIN 43-1819711 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,263 participants and $1,318,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pulitzer, Inc.
EIN
43-1819711
Plan number
501
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
2,263
End-of-year plan assets
$1,318,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,263H, C20241015225751NAL0015500339005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,318,410
Total liabilities (EOY)
$4,049,239
Net assets (EOY)
-$2,730,829
Net assets (BOY)
-$1,981,646

Income & contributions

Employer contributions
$18,703,331
Participant contributions
$9,391,153
Total contributions
$28,094,484
Total income / additions
$28,094,484

Expenses & distributions

Benefits paid
$25,108,914
Administrative expenses
$3,734,753
Total expenses
$28,843,667
Net increase / (decrease)
-$749,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sun Life InsuranceINSURANCE SERVICES$1,182,258not reported in the loaded dataset2023
Quartz Health Solutions, Inc.CLAIMS ADMINISTRATOR$605,611not reported in the loaded dataset2023
Express ScriptsCLAIMS ADMINISTRATOR$474,472not reported in the loaded dataset2023
Tri-StarCLAIMS ADMINISTRATOR$14,303not reported in the loaded dataset2023

Related Form 5500 pages