Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LAKELAND REGIONAL MEDICAL CENTER, INC.
EIN 59-2650456Health Care and Social AssistanceLatest filing 2024
Plans
4
Retirement
2
$614.9M assets
Welfare
2
$8.0M premiums
Participants
25,427
Retirement portfolio analytics
2 plans aggregated / $614.9M assets / 17,455 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.0M premiums / 9,860 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.9M
- Other$2.1M
- Life$1.8M
- Short-term disability$1.4M
- Long-term disability$1.2M
- Vision$493K
Carrier market share
Premium dollars by Schedule A carrier
55%top
- STANDARD INSURANCE COMPANY55%
- METROPOLITAN LIFE INSURANCE COMPANY38%
- AETNA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LAKELAND REGIONAL MEDICAL CENTER 403(B) PLAN
403b
Assets$425.4M
Participants9,109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST
ProfitSharing
Assets$189.5M
Participants8,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
LAKELAND REGIONAL MEDICAL CENTER HEALTH AND WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.0M
Covered lives9,860
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
LAKELAND REGIONAL MEDICAL CENTER FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LAKELAND REGIONAL MEDICAL CENTER 403(B) PLAN | 403b | $425.4M | 9,109 | 2024 | |
| 002 | LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST | ProfitSharing | $189.5M | 8,346 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | LAKELAND REGIONAL MEDICAL CENTER HEALTH AND WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $8.0M | 9,860 | 2024 | |
| 508 | LAKELAND REGIONAL MEDICAL CENTER FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans