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Form 5500 · Retirement plan · LOWELL, MA

LOWELL GENERAL HOSPITAL

The filing calls this plan LOWELL GENERAL HOSPITAL CORP. INC. 403(B) RETIREMENT (FORMERLY LGH FIDELITY 403(B) RETIREMENT SAVINGS PLAN.

LOWELL GENERAL HOSPITAL of LOWELL, MA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Septemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2103590 · plan 004 · plan year 2023, filed Jul 14, 2024

Participants at the start of the year
5,509
Contracts on file
1
Disclosed commissions
$17
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

$17 in agent commissions is disclosed across the contracts; TERESA A FINIGAN is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0September—$17

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FIDELITY INVESTMENTS INST OP CO
RECORDKEEPER · EIN 04-2647786
$95,940
paid directly by the plan
CBIZ MHM, LLC
Accounting and audit · EIN 34-1846498
$24,872
paid directly by the plan
MAYER HOFFMAN MCCANN PC
Accounting and audit · EIN 43-1947695
$23,502
paid directly by the plan
SAGEVIEW ADVISORY GROUP
INVEST ADVISORY · EIN 33-0818667
$7,797
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 4,964 employees, 241 recordable cases, 2,609 days away from work.

EmployeesThe company's own average for the year
4,964
Hours worked
7,525,851
Recordable cases
241
Days away from work
2,609
Establishments filed under this EIN
2

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Paid out in benefits
$14,603,180
Participants at the start of the year
5,509
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 43-1947695
MAYER HOFFMANN MCCANN PC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$24,872

From Schedule H of this filing.

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