Lake Charles Memorial Health System 403(B) Plan — Form 5500 plan (Southwest Louisiana Hospital Association)

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, Lake Charles Memorial Health System 403(B) Plan is a benefit plan reported by Southwest Louisiana Hospital Association under EIN 72-0551963 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,327 participants and $93,435,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Louisiana Hospital Association
EIN
72-0551963
Plan number
001
Plan type
2
Location
Lake Charles, LA
Latest filing year
2023
Participants
3,327
End-of-year plan assets
$93,435,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,327H, C20241015161603NAL0015060995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,435,517
Total liabilities (EOY)
$0
Net assets (EOY)
$93,435,517
Net assets (BOY)
$79,199,582

Income & contributions

Participant contributions
$10,902,839
Total contributions
$11,654,550
Total income / additions
$25,601,347

Expenses & distributions

Benefits paid
$10,815,923
Administrative expenses
$215,499
Total expenses
$11,365,412
Net increase / (decrease)
$14,235,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$154,358$02023
Parallel AdvisorsSERVICE PROVIDER$61,141not reported in the loaded dataset2023

Related Form 5500 pages