Plan Snapshot
- Plan Sponsor: Lakeland Regional Medical Center, INC.
- Sponsor EIN: 592650456
- Sponsor Address: 1324 LAKELAND HILLS BLVD, LAKELAND, FL, 33805
- Plan Type: 403(b)
- Total Participants: 7,601
- Total Assets: $425.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,601 | $425.4M | $0 | $34.9M |
| 2023 | 7,316 | $374.1M | $9.3M | $34.6M |
| 2022 | 6,686 | $300.4M | $9.0M | $36.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PYA PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $337,788 | — | $1,200 | — | — |
| 2023 | $378,401 | — | $3,300 | $10,890 | — |
| 2022 | $391,178 | — | — | — | — |