Lakeland Regional Medical Center Retirement Plan Trust — Form 5500 plan (Lakeland Regional Medical Center, 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, Lakeland Regional Medical Center Retirement Plan Trust is a benefit plan reported by Lakeland Regional Medical Center, Inc. under EIN 59-2650456 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,306 participants and $176,552,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeland Regional Medical Center, Inc.
EIN
59-2650456
Plan number
002
Plan type
2
Location
Lakeland, FL
Latest filing year
2023
Participants
5,306
End-of-year plan assets
$176,552,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,306H, C20250717102533NAL0000185136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$176,552,054
Total liabilities (EOY)
$0
Net assets (EOY)
$176,552,054
Net assets (BOY)
$155,309,266

Income & contributions

Employer contributions
$7,151,981
Participant contributions
$0
Total contributions
$7,151,981
Total income / additions
$31,031,868

Expenses & distributions

Benefits paid
$9,563,992
Administrative expenses
$230,974
Total expenses
$9,789,080
Net increase / (decrease)
$21,242,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$197,373$02023
Bks Retriement ServicesCONSULTANT$25,000not reported in the loaded dataset2023
Pya Pc.ACCOUNTANT/AUDITOR$8,601not reported in the loaded dataset2023

Related Form 5500 pages