Lakeland Care, Inc. Retirement Savings Plan — Form 5500 plan (Lakeland Care, 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 Care, Inc. Retirement Savings Plan is a benefit plan reported by Lakeland Care, Inc. under EIN 81-3724993 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $24,218,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lakeland Care, Inc.
EIN
81-3724993
Plan number
001
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
679
End-of-year plan assets
$24,218,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023679H, C20241011095849NAL0010789091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,218,122
Total liabilities (EOY)
$0
Net assets (EOY)
$24,218,122
Net assets (BOY)
$17,966,717

Income & contributions

Employer contributions
$1,762,801
Participant contributions
$2,683,942
Total contributions
$5,044,256
Total income / additions
$8,583,771

Expenses & distributions

Benefits paid
$2,304,521
Administrative expenses
$27,845
Total expenses
$2,332,366
Net increase / (decrease)
$6,251,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$27,845$02023

Related Form 5500 pages