Plan Snapshot
- Plan Sponsor: Lakeland Regional Medical Center, INC.
- Sponsor EIN: 592650456
- Sponsor Address: 1324 LAKELAND HILLS BLVD, LAKELAND, FL, 33805
- Plan Type: DC
- Total Participants: 7,528
- Total Assets: $189.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 7,528 | $189.5M | $8.3M | $0 |
| 2023 | 5,019 | $176.6M | $7.2M | $0 |
| 2022 | 4,477 | $155.3M | $6.6M | $0 |
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 | $240,480 | — | $300 | — | — |
| 2023 | $230,974 | — | $900 | $8,601 | — |
| 2022 | $232,672 | — | — | — | — |