Plan5500

Lake Charles Memorial Health System Retirement 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 Retirement Plan is a benefit plan reported by Southwest Louisiana Hospital Association under EIN 72-0551963 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,928 participants and $46,043,154 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
002
Plan type
2
Location
Lake Charles, LA
Latest filing year
2023
Participants
2,928
End-of-year plan assets
$46,043,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,928H, C20241015162009NAL0015068307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,043,154
Total liabilities (EOY)
$0
Net assets (EOY)
$46,043,154
Net assets (BOY)
$39,720,799

Income & contributions

Employer contributions
$4,420,998
Total contributions
$4,420,998
Total income / additions
$10,677,910

Expenses & distributions

Benefits paid
$4,240,545
Administrative expenses
$115,010
Total expenses
$4,355,555
Net increase / (decrease)
$6,322,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$71,151$02023
Parallel AdvisorsSERVICE PROVIDER$43,859not reported in the loaded dataset2023

Related Form 5500 pages