Lakeland Regional Health System 401(k) and retirement plans

Lakeland Regional Health System, ST. Joseph, MI. EIN 38-2609624. Annual reports 2009–2023.

Lakeland Regional Health System has no active retirement plan on file. Its last annual report was for 2023. No traditional pension plan appears in Lakeland Regional Health System's filings since 2009.

Active plans
0
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Lakeland Regional Health System Retirement Plan

401(k)Closed

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number
005Employer EIN 38-2609624
Participants (2022)
4,112
Net assets (2022)
$249 million
Recordkeeper
Fidelity2009–2023
Plan administrator
Lakeland Regional Health System
1234 Napier Avenue
ST. Joseph, MI 49085
(269) 983-8300As filed for 2023
In effect since
January 1, 1997
Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0Fidelity
20224,112$249 millionFidelity
20215,293$344 millionFidelity
20205,823$352 millionFidelity
20196,037$304 millionFidelity
20185,869$249 millionFidelity
20175,720$257 millionnot listed
20165,529$216 millionFidelity
20155,374$202 millionFidelity
20145,491$199 millionFidelity
20135,064$189 millionFidelity
20125,029$157 millionFidelity
20114,930$67.3 millionFidelity
20104,097$67.0 millionFidelity
20093,794$58.0 millionFidelity

Lakeland Regional Health System 403(b) Retirement Plan

403(b)Closed

Closed. The plan filed its final annual report for 2012, which means its assets were paid out or moved and it no longer exists.

Plan number
006Employer EIN 38-2609624
Participants (2011)
4,493
Net assets (2011)
$62.1 million
Recordkeeper
Fidelity2009–2012
Plan administrator
Lakeland Regional Health System
1234 Napier Avenue
ST. Joseph, MI 49085
(269) 983-8300As filed for 2012
In effect since
January 1, 1997
Year by year, 2009 to 2012
Plan yearParticipantsNet assetsRecordkeeper
20120$0Fidelity
20114,493$62.1 millionFidelity
20104,088$61.4 millionFidelity
20094,039$54.5 millionFidelity

If you had money in one of these plans

  1. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  2. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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