My Plan Facts

Employers › North Carolina

Employer · plans filed under one EIN

Lincoln Community Health Center, Inc.

Durham, NC · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$27.1Mnet assets across plans
551participant records482 active
$736Kemployer contributions, latest plan years$1,526 per active record
$106KSchedule C compensation to organisations$193.02 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Lincoln Community Health Center, Inc.'s employer identification number (Durham, North Carolina). Their latest filings total 551 participant records and $27.1M in net assets.

The largest is Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b), a 403(b) plan with 286 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $736K and participant contributions $831K in the latest plan years; benefits paid were $1.1M. Schedule C compensation reported to service provider organisations totalled $106K.

Combined net assets moved from $10.6M in 2009 to $27.1M in 2024 (up 155%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b)403(b) plan2024286$17.9M$62,616$886$70K
Lincoln Community Health Center, Inc. Retirement Planmoney purchase plan2024265$9.2M$34,585$2,263$37K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $10.6M2010: $7.3M2011: $11.5M2012: $13.3M2013: $14.3M2014: $15.0M2015: $15.0M2016: $16.6M2017: $17.1M2018: $19.1M2019: $19.8M2020: $23.6M2021: $20.0M2022: $22.0M2023: $23.9M2024: $27.1M$10.6M$27.1M20092012201620202024
Combined net assets
2009: 3092010: 1272011: 3362012: 3662013: 4092014: 4332015: 4482016: 4582017: 4542018: 4752019: 5422020: 4992021: 4872022: 4892023: 5132024: 55130955120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242551$27.1M$736K$831K
20232513$23.9M$702K$806K
20222489$22.0M$698K$733K
20212487$20.0M$626K$693K
20202499$23.6M$604K$663K
20192542$19.8M$630K$713K
20182475$19.1M$567K$641K
20172454$17.1M$529K$635K
20162458$16.6M$520K$621K
20152448$15.0M$486K$570K
20142433$15.0M$492K$585K
20132409$14.3M$434K$509K
20122366$13.3M$379K$509K
20112336$11.5M$388K$488K
20101127$7.3M$130K$480K
20092309$10.6M$385K$443K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$82,799
Gallagher Fiduciary Advisors, LLCInvestment advisory (plan)2$23,556

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$83K
Gallagher Fiduciary Advisors, LLC$24K

Questions and answers

How many retirement plans does Lincoln Community Health Center, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b) and Lincoln Community Health Center, Inc. Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Lincoln Community Health Center, Inc. contribute to its plans?

$735,574 in employer contributions across these plans in their latest plan years, about $1,526 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company and Gallagher Fiduciary Advisors, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.