Lake Regional Health System 401(k) Plan: Login, Facts & Contact Information

Lake Regional Health System 401(k) Plan Facts

Plan name
LAKE REGIONAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LAKE REGIONAL HEALTH SYSTEM
Participants
1,814 (1,452 active employees)
Former employees with a balance
267
Plan assets
$116,813,207 at Dec 31, 2024
Average account balance
$68,998 across 1,693 accounts
Employer contributions
$2,908,791 in plan year 2024 (28% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.6 million went into the plan in contributions, $2.91 million of it from the employer (28%).
  • $10.9 million was paid out to participants.
  • Investment and other income added $14.1 million.
  • Administrative expenses were $242,276, about $143 per account.

How the Lake Regional Health System 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,489$82.6 million$2.09 million$5.57 million
20201,560$93.3 million$3.50 million$8.93 million
20211,708$107.2 million$2.51 million$8.59 million
20221,741$85.6 million$10,037$10.5 million
20231,788$103.3 million$2.74 million$6.50 million
20241,814$116.8 million$2.91 million$10.9 million

Lake Regional Health System 401(k) Contact Information

Phone
573-348-8185
Mailing address
54 HOSPITAL DR, OSAGE BEACH MO 650653050
Plan sponsor
LAKE REGIONAL HEALTH SYSTEM
Employer identification number (EIN)
23-7339737
Plan number
003

Questions about the Lake Regional Health System 401(k)

Does Lake Regional Health System contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.91 million, 28% of all contributions.

Does the Lake Regional Health System 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Lake Regional Health System 401(k) plan?

1,814 participants at the start of plan year 2024, 1,452 of them active employees, and 267 former employees who still had money in the plan.

What is the average 401(k) balance at Lake Regional Health System?

About $68,998 per account: $116.8 million in plan assets across 1,693 accounts with a balance at the end of plan year 2024.

Who manages the Lake Regional Health System 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lake Regional Health System. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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