Plan5500

Lakeland Regional Medical Center 403(B) Plan — 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 403(B) Plan is a benefit plan reported by Lakeland Regional Medical Center, Inc. under EIN 59-2650456 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,279 participants and $374,088,625 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
003
Plan type
2
Location
Lakeland, FL
Latest filing year
2023
Participants
8,279
End-of-year plan assets
$374,088,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,279H, C20250717102646NAL0000117953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$374,088,625
Total liabilities (EOY)
$90
Net assets (EOY)
$374,088,535
Net assets (BOY)
$300,393,257

Income & contributions

Employer contributions
$9,320,867
Participant contributions
$34,572,664
Total contributions
$46,326,352
Total income / additions
$97,408,533

Expenses & distributions

Benefits paid
$23,155,217
Administrative expenses
$378,401
Total expenses
$23,713,255
Net increase / (decrease)
$73,695,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$342,511$02023
Bks Retirement ServicesCONSULTANT$25,000not reported in the loaded dataset2023
Pya PcACCOUNTANT/AUDITOR$10,890not reported in the loaded dataset2023

Related Form 5500 pages