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LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameLAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 005

LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SPECTRUM HEALTH LAKELAND has sponsored the creation of one or more 401k plans.

Company Name:SPECTRUM HEALTH LAKELAND
Employer identification number (EIN):382609624
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SPECTRUM HEALTH LAKELAND

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 716913

More information about SPECTRUM HEALTH LAKELAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01KAREN KNUTH
0052016-01-01KAREN KNUTH
0052015-01-01KAREN KNUTH
0052014-01-01KAREN KNUTH
0052013-01-01KAREN KNUTH
0052012-01-01KAREN KNUTH
0052011-01-01KAREN KNUTH
0052009-01-01NORMA TIRADO NORMA TIRADO2010-10-07

Plan Statistics for LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2022: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,293
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-014,055
Total of all active and inactive participants2022-01-014,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0147
Total participants2022-01-014,112
Number of participants with account balances2022-01-014,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,823
Total number of active participants reported on line 7a of the Form 55002021-01-013,620
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-011,620
Total of all active and inactive participants2021-01-015,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0145
Total participants2021-01-015,293
Number of participants with account balances2021-01-014,800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,037
Total number of active participants reported on line 7a of the Form 55002020-01-014,827
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01961
Total of all active and inactive participants2020-01-015,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-015,823
Number of participants with account balances2020-01-015,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01141
2019: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,869
Total number of active participants reported on line 7a of the Form 55002019-01-015,295
Number of retired or separated participants receiving benefits2019-01-0131
Number of other retired or separated participants entitled to future benefits2019-01-01697
Total of all active and inactive participants2019-01-016,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-016,037
Number of participants with account balances2019-01-014,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01141
2018: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,720
Total number of active participants reported on line 7a of the Form 55002018-01-015,143
Number of retired or separated participants receiving benefits2018-01-0128
Number of other retired or separated participants entitled to future benefits2018-01-01684
Total of all active and inactive participants2018-01-015,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-015,869
Number of participants with account balances2018-01-014,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01155
2017: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,529
Total number of active participants reported on line 7a of the Form 55002017-01-015,043
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01639
Total of all active and inactive participants2017-01-015,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-015,720
Number of participants with account balances2017-01-014,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01129
2016: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,374
Total number of active participants reported on line 7a of the Form 55002016-01-014,927
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-01563
Total of all active and inactive participants2016-01-015,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-015,529
Number of participants with account balances2016-01-013,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01151
2015: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,491
Total number of active participants reported on line 7a of the Form 55002015-01-014,803
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-01534
Total of all active and inactive participants2015-01-015,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-015,374
Number of participants with account balances2015-01-013,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01194
2014: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,064
Total number of active participants reported on line 7a of the Form 55002014-01-015,015
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-01448
Total of all active and inactive participants2014-01-015,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-015,491
Number of participants with account balances2014-01-013,689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,029
Total number of active participants reported on line 7a of the Form 55002013-01-014,633
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-01413
Total of all active and inactive participants2013-01-015,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-015,064
Number of participants with account balances2013-01-013,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01144
2012: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,930
Total number of active participants reported on line 7a of the Form 55002012-01-014,621
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01385
Total of all active and inactive participants2012-01-015,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-015,029
Number of participants with account balances2012-01-013,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,097
Total number of active participants reported on line 7a of the Form 55002011-01-014,602
Number of retired or separated participants receiving benefits2011-01-0122
Number of other retired or separated participants entitled to future benefits2011-01-01304
Total of all active and inactive participants2011-01-014,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-014,930
Number of participants with account balances2011-01-012,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0141
2009: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,962
Total number of active participants reported on line 7a of the Form 55002009-01-013,524
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-01245
Total of all active and inactive participants2009-01-013,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-013,794
Number of participants with account balances2009-01-012,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2022 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-57,611,741
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,168,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,998,185
Expenses. Certain deemed distributions of participant loans2022-12-31$38,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$249,200,037
Value of total assets at beginning of year2022-12-31$343,980,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,819
Total interest from all sources2022-12-31$654,191
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,432,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$19,432,385
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,113,337
Participant contributions at beginning of year2022-12-31$1,785,642
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,794,156
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,612,820
Other income not declared elsewhere2022-12-31$-2,796,169
Administrative expenses (other) incurred2022-12-31$3,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-94,779,963
Value of net assets at end of year (total assets less liabilities)2022-12-31$249,200,037
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$343,980,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$107,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$221,100,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$308,765,092
Interest on participant loans2022-12-31$75,601
Interest earned on other investments2022-12-31$578,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,192,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,816,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-74,902,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,998,185
Contract administrator fees2022-12-31$20,643
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$46,135,708
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$54,483,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$54,253,894
Expenses. Certain deemed distributions of participant loans2021-12-31$127,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$343,980,000
Value of total assets at beginning of year2021-12-31$352,327,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,592
Total interest from all sources2021-12-31$792,128
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,133,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$29,133,101
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,785,642
Participant contributions at beginning of year2021-12-31$2,595,593
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,612,820
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,223,530
Other income not declared elsewhere2021-12-31$1,258,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-8,347,687
Value of net assets at end of year (total assets less liabilities)2021-12-31$343,980,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$352,327,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$75,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$308,765,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$311,625,961
Interest on participant loans2021-12-31$125,527
Interest earned on other investments2021-12-31$666,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,816,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,977,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,952,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,904,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$54,253,894
Contract administrator fees2021-12-31$26,093
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$76,753,596
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,157,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,030,144
Expenses. Certain deemed distributions of participant loans2020-12-31$22,382
Value of total corrective distributions2020-12-31$10,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,452,097
Value of total assets at end of year2020-12-31$352,327,687
Value of total assets at beginning of year2020-12-31$303,731,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,561
Total interest from all sources2020-12-31$843,396
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,957,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,957,625
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$15,693,527
Participant contributions at end of year2020-12-31$2,595,593
Participant contributions at beginning of year2020-12-31$2,357,656
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,223,530
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,249,093
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,241,908
Other income not declared elsewhere2020-12-31$2,225,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$48,596,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$352,327,687
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$303,731,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$53,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$311,625,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$263,061,922
Interest on participant loans2020-12-31$124,734
Interest earned on other investments2020-12-31$718,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,977,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,232,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,275,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,516,662
Employer contributions (assets) at end of year2020-12-31$1,904,651
Employer contributions (assets) at beginning of year2020-12-31$5,830,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,030,144
Contract administrator fees2020-12-31$40,620
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$75,877,051
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,129,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,982,710
Expenses. Certain deemed distributions of participant loans2019-12-31$46,544
Value of total corrective distributions2019-12-31$12,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,465,859
Value of total assets at end of year2019-12-31$303,731,621
Value of total assets at beginning of year2019-12-31$248,984,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,202
Total interest from all sources2019-12-31$824,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,528,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,528,912
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,177,966
Participant contributions at end of year2019-12-31$2,357,656
Participant contributions at beginning of year2019-12-31$2,182,499
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,249,093
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,874,222
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,076,653
Other income not declared elsewhere2019-12-31$1,800,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$54,747,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$303,731,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$248,984,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$263,061,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,648,358
Interest on participant loans2019-12-31$118,260
Interest earned on other investments2019-12-31$706,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,232,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,749,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,256,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,211,240
Employer contributions (assets) at end of year2019-12-31$5,830,881
Employer contributions (assets) at beginning of year2019-12-31$3,529,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,982,710
Contract administrator fees2019-12-31$33,166
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,601,838
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,499,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,331,440
Expenses. Certain deemed distributions of participant loans2018-12-31$29,342
Value of total corrective distributions2018-12-31$73,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,348,904
Value of total assets at end of year2018-12-31$248,984,044
Value of total assets at beginning of year2018-12-31$256,882,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,005
Total interest from all sources2018-12-31$828,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,076,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$15,076,318
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,078,887
Participant contributions at end of year2018-12-31$2,182,499
Participant contributions at beginning of year2018-12-31$2,019,597
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,874,222
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,151,144
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,621,536
Other income not declared elsewhere2018-12-31$-799,176
Administrative expenses (other) incurred2018-12-31$31,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,898,006
Value of net assets at end of year (total assets less liabilities)2018-12-31$248,984,044
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$256,882,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,648,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$218,780,544
Interest on participant loans2018-12-31$101,012
Interest earned on other investments2018-12-31$727,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,749,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,657,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-28,852,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,648,481
Employer contributions (assets) at end of year2018-12-31$3,529,828
Employer contributions (assets) at beginning of year2018-12-31$5,273,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,331,440
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$59,016,008
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,530,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,383,582
Expenses. Certain deemed distributions of participant loans2017-12-31$37,350
Value of total corrective distributions2017-12-31$106,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,364,164
Value of total assets at end of year2017-12-31$256,882,050
Value of total assets at beginning of year2017-12-31$216,396,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,919
Total interest from all sources2017-12-31$787,676
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,953,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,953,015
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,788,922
Participant contributions at end of year2017-12-31$2,019,597
Participant contributions at beginning of year2017-12-31$1,574,373
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,151,144
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,929,114
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,362,450
Other income not declared elsewhere2017-12-31$760,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$40,485,543
Value of net assets at end of year (total assets less liabilities)2017-12-31$256,882,050
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$216,396,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$218,780,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$178,793,957
Interest on participant loans2017-12-31$75,191
Interest earned on other investments2017-12-31$712,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,657,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,230,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,150,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,212,792
Employer contributions (assets) at end of year2017-12-31$5,273,210
Employer contributions (assets) at beginning of year2017-12-31$4,868,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,383,582
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$32,207,392
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$18,077,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,037,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,308,768
Value of total assets at end of year2016-12-31$216,396,507
Value of total assets at beginning of year2016-12-31$202,266,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,975
Total interest from all sources2016-12-31$816,727
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,532,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,532,995
Administrative expenses professional fees incurred2016-12-31$39,975
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,305,943
Participant contributions at end of year2016-12-31$1,574,373
Participant contributions at beginning of year2016-12-31$1,522,120
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$352,586
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,929,114
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,514,131
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,374,564
Other income not declared elsewhere2016-12-31$224,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,130,083
Value of net assets at end of year (total assets less liabilities)2016-12-31$216,396,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$202,266,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$178,793,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$165,002,832
Interest on participant loans2016-12-31$64,833
Interest earned on other investments2016-12-31$751,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,230,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,383,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,324,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,628,261
Employer contributions (assets) at end of year2016-12-31$4,868,591
Employer contributions (assets) at beginning of year2016-12-31$4,491,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,037,334
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,716,255
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,656,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,632,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,167,392
Value of total assets at end of year2015-12-31$202,266,424
Value of total assets at beginning of year2015-12-31$199,206,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,725
Total interest from all sources2015-12-31$800,016
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,892,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,892,709
Administrative expenses professional fees incurred2015-12-31$23,725
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,487,218
Participant contributions at end of year2015-12-31$1,522,120
Participant contributions at beginning of year2015-12-31$1,529,936
Participant contributions at end of year2015-12-31$352,586
Participant contributions at beginning of year2015-12-31$317,949
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,514,131
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,780,664
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$689,782
Other income not declared elsewhere2015-12-31$-590,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,059,748
Value of net assets at end of year (total assets less liabilities)2015-12-31$202,266,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$199,206,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$165,002,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$164,491,251
Interest on participant loans2015-12-31$65,977
Interest earned on other investments2015-12-31$734,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,383,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,477,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,553,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,990,392
Employer contributions (assets) at end of year2015-12-31$4,491,171
Employer contributions (assets) at beginning of year2015-12-31$4,609,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,632,782
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,704,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,124,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,098,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,649,379
Value of total assets at end of year2014-12-31$199,206,676
Value of total assets at beginning of year2014-12-31$188,626,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,510
Total interest from all sources2014-12-31$791,705
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,069,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,069,680
Administrative expenses professional fees incurred2014-12-31$25,510
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,251,088
Participant contributions at end of year2014-12-31$1,529,936
Participant contributions at beginning of year2014-12-31$1,458,058
Participant contributions at end of year2014-12-31$317,949
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,780,664
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,795,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,453,336
Other income not declared elsewhere2014-12-31$145,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,579,795
Value of net assets at end of year (total assets less liabilities)2014-12-31$199,206,676
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$188,626,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$164,491,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$154,988,800
Interest on participant loans2014-12-31$63,726
Interest earned on other investments2014-12-31$727,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,477,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$23,924,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,952,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,944,955
Employer contributions (assets) at end of year2014-12-31$4,609,747
Employer contributions (assets) at beginning of year2014-12-31$4,459,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,098,764
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$44,782,148
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,505,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,483,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,806,940
Value of total assets at end of year2013-12-31$188,626,881
Value of total assets at beginning of year2013-12-31$157,350,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,899
Total interest from all sources2013-12-31$794,551
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,726,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,726,312
Administrative expenses professional fees incurred2013-12-31$21,899
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,038,620
Participant contributions at end of year2013-12-31$1,458,058
Participant contributions at beginning of year2013-12-31$1,600,353
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,795,840
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,957,956
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,978,993
Other income not declared elsewhere2013-12-31$421,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$31,276,469
Value of net assets at end of year (total assets less liabilities)2013-12-31$188,626,881
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$157,350,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$154,988,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$124,743,447
Interest on participant loans2013-12-31$63,841
Interest earned on other investments2013-12-31$730,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$23,924,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,256,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,033,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,789,327
Employer contributions (assets) at end of year2013-12-31$4,459,368
Employer contributions (assets) at beginning of year2013-12-31$2,792,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,483,780
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$14,261,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$83,742,228
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,963,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,946,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$73,156,785
Value of total assets at end of year2012-12-31$157,350,412
Value of total assets at beginning of year2012-12-31$67,309,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,132
Total interest from all sources2012-12-31$584,169
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,917,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,917,258
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,624,915
Participant contributions at end of year2012-12-31$1,600,353
Participant contributions at beginning of year2012-12-31$352,436
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,957,956
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,295,423
Other income not declared elsewhere2012-12-31$153,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$75,778,667
Value of net assets at end of year (total assets less liabilities)2012-12-31$157,350,412
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,309,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$124,743,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,502,338
Interest on participant loans2012-12-31$39,465
Interest earned on other investments2012-12-31$544,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,256,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,811,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,930,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,236,447
Employer contributions (assets) at end of year2012-12-31$2,792,585
Employer contributions (assets) at beginning of year2012-12-31$3,643,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,946,429
Contract administrator fees2012-12-31$17,132
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,557,714
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,202,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,192,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,951,861
Value of total assets at end of year2011-12-31$67,309,761
Value of total assets at beginning of year2011-12-31$66,954,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,280
Total interest from all sources2011-12-31$456,034
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,204,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,204,078
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,446,664
Participant contributions at end of year2011-12-31$352,436
Participant contributions at beginning of year2011-12-31$503,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$355,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,309,761
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,954,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,502,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,272,689
Interest on participant loans2011-12-31$24,071
Interest earned on other investments2011-12-31$431,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,811,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,927,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,054,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,505,197
Employer contributions (assets) at end of year2011-12-31$3,643,271
Employer contributions (assets) at beginning of year2011-12-31$3,250,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,192,879
Contract administrator fees2011-12-31$9,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,474,484
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,552,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,539,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,806,739
Value of total assets at end of year2010-12-31$66,954,206
Value of total assets at beginning of year2010-12-31$58,032,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,041
Total interest from all sources2010-12-31$517,549
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$971,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$971,719
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$979,116
Participant contributions at end of year2010-12-31$503,112
Participant contributions at beginning of year2010-12-31$741,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,921,659
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,954,206
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,032,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,272,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,826,522
Interest on participant loans2010-12-31$43,751
Interest earned on other investments2010-12-31$473,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,927,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,461,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,178,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,827,623
Employer contributions (assets) at end of year2010-12-31$3,250,919
Employer contributions (assets) at beginning of year2010-12-31$3,003,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,539,784
Contract administrator fees2010-12-31$13,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN

2022: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAKELAND REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered4109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered4800
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered5119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered4875
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,656
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees59656
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered4714
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,258
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60258
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25929
Policy instance 1
Insurance contract or identification number25929
Number of Individuals Covered4486
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,622
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees59622
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?2
Insurance broker nameFIDELITY IIOC, INC.

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