2023-11-06T22:00:42+00:00 2022-12-31 990 2022-01-01 462332843 Lakeland Post-Retirement Medical Trust LAKE 6163912022 1234 Napier Ave Attn Corp Tax Saint Joseph MI 49085 Matthew E Cox CFO 6163912022 2023-11-06 Heather Lallo 999009999 true 2022 2023-04-26 12:10:37Z X HEATHER LALLO 1234 Napier Ave Attn Corp Tax Saint Joseph MI 49085 768353 false X N/A X 2013 MI THE TRUST WAS ESTABLISHED TO FUND THE POSTRETIREMENT OBLIGATION OF LAKELAND REGIONAL HEALTH SYSTEM, INC. 2 0 0 0 0 0 0 0 317339 335204 0 317339 335204 0 0 0 0 0 85761 79296 85761 79296 231578 255908 18539802 15883794 0 0 18539802 15883794 THE TRUST WAS ESTABLISHED TO FUND THE POSTRETIREMENT OBLIGATION OF LAKELAND REGIONAL HEALTH SYSTEM, INC. false false PAYMENT OF STIPEND TO ELIGIBLE RETIREES TOWARDS THE PURCHASE OF HEALTH INSURANCE OR TO PURCHASE THEIR OWN MEDICARE STOP LOSS INSURANCE COVERAGE. NUMBER OF ACTIVE MEMBERS IN THE PLAN IS 440. TOTAL EMPLOYEES THAT COULD BECOME ELIGIBLE TO RECEIVE FUTIRE BENEFITS UPON RETIREMENT IS 547. 0 false false false false false false false false false false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false true false false false 0 0 0 false false false false false false false false X 2 0 false false false false false false false true false false false false false false false false false false X Corporate Tax 8669897999 100 Michigan Ave NE MC498 Grand Rapids MI 49503 NORMA TIRADO-KELLENBERGER TRUSTEE 1.0 50.0 X 0 466826 102706 PAUL KONOPACKI TRUSTEE 1.0 50.0 X 0 462697 154675 0 929523 257381 0 false true false 0 0 0 0 0 0 0 331023 331023 0 0 437330 433149 4181 0 4181 4181 0 0 0 0 0 335204 0 0 335204 X 31100 17166 31030 0 79296 1753485 2228159 0 0 0 0 0 16786317 13655635 0 0 0 0 18539802 15883794 0 0 0 0 0 X 18539802 15883794 18539802 15883794 18539802 15883794 255908 -2911916 0 X false true X false false -1816728 -2911916 759984 -2151932 335204 0 0 335204 839280 759984 759984 79296 0 0 79296 Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 EMPLOYER CONTRIBUTIONS - 759984 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 CLAIMS PAID - 759984 true true false PAUL KONOPACKI TRUSTEE 0 316985 0 109732 0 35980 0 94643 0 60032 0 617372 0 35248 NORMA TIRADO-KELLENBERGER TRUSTEE 0 243447 0 105181 0 118198 0 46475 0 56231 0 569532 0 46308 Schedule J, Part I, Line 4a Severance or change-of-control payment DURING 2022 THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT FROM A RELATED ORGANIZATION: NORMA TIRADO-KELLENBERGER - $68,257 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SCHEDULE J, PART I, LINE 4B IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS, DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN(S) FOR A RELATED ORGANIZATION. SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN(S) BUT DID NOT RECEIVE DISTRIBUTIONS. DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN SCHEDULE J, PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR WHILE ALSO BEING REPORTED IN THE CURRENT 990 AS TOTAL COMPENSATION. THE NONQUALIFIED RETIREMENT PLANS ARE AN INDUSTRY STANDARD AND ARE SUBJECT TO THE FUNDING REQUIREMENTS OF NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER ERISA AND FEDERAL TAX REGULATIONS. DISTRIBUTIONS PAID BY A RELATED ORGANIZATION ARE AS FOLLOWS: NORMA TIRADO-KELLENBERGER - $46,308 PAUL KONOPACKI - $35,248 Form 990, Part VI, Line 12b THE TRUST AGREEMENT GOVERNS THE ACTIVITY OF THE TRUST AND A WRITTEN CONFLICT OF INTEREST POLICY IS NOT DEEMED NECESSARY. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE TRUST DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees ACTUARY - Total Expense: 31030, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; COREWELL HEALTH 100 MICHIGAN ST NE MC 498 GRAND RAPIDS MI 49503 383382353 MANAGEMENT MI 501(c)(3) Type III-FI NA false SPECTRUM HEALTH HOSPITALS 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 381360529 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false SPECTRUM HEALTH PRIMARY CARE PARTNERS 1840 WEALTHY ST SE GRAND RAPIDS MI 49506 381358164 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false COREWELL HEALTH FOUNDATION WEST MICHIGAN 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 382752328 PHILANTHROPY MI 501(c)(3) 7 COREWELL HEALTH false SPECTRUM HEALTH CONTINUING CARE 750 FULLER AVE NE GRAND RAPIDS MI 49503 383242232 REHAB/CARE MI 501(c)(3) 10 COREWELL HEALTH false SPECTRUM HEALTH CONTINUING CARE CENTER 750 FULLER AVE NE GRAND RAPIDS MI 49503 382415333 REHAB/NRS MI 501(c)(3) 10 SPECTRUM HEALTH CONTINUING CARE false SPECTRUM HEALTH WORTH SERVICES 750 FULLER AVE NE GRAND RAPIDS MI 49503 382786617 HEALTHCARE MI 501(c)(3) 10 SPECTRUM HEALTH CONTINUING CARE false VISITING NURSE SERVICES OF WESTERN MICHIGAN 750 FULLER AVE NE GRAND RAPIDS MI 49503 381359195 HEALTHCARE MI 501(c)(3) 10 SPECTRUM HEALTH CONTINUING CARE false SPECTRUM HEALTH - LEFFINGWELL AVENUE 100 MICHIGAN STREET NE GRAND RAPIDS MI 49503 854390483 REHAB/CARE MI 501(c)(3) 10 SPECTRUM HEALTH CONTINUING CARE false PRIORITY HEALTH 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 382715520 HMO MI 501(c)(4) COREWELL HEALTH false TRINITY HEALTH PLANS 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 382663747 HMO MGMT MI 501(c)(4) PRIORITY HEALTH false PRIORITY HEALTH CHOICE INC 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 320016523 HMO (MEDICAID) MI 501(c)(3) 10 PRIORITY HEALTH false SPECTRUM HEALTH KELSEY 615 S BOWER GREENVILLE MI 48838 381297435 HEALTHCARE MI 501(c)(3) 3 SPECTRUM HEALTH UNITED false REED CITY HOSPITAL CORPORATION 300 N PATTERSON RD REED CITY MI 49677 382770076 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION 212 S SULLIVAN AVENUE FREMONT MI 49412 381359517 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false KENT COMMUNITY HEALTH FOUNDATION 750 FULLER AVE NE GRAND RAPIDS MI 49503 383607110 PHILANTHROPY MI 501(c)(3) Type III-O SPECTRUM HEALTH HOSPITALS false ZEELAND COMMUNITY HOSPITAL 8333 FELCH STREET ZEELAND MI 49464 381411184 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false SPECTRUM HEALTH UNITED 615 S BOWER GREENVILLE MI 48838 381358412 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false MEMORIAL MEDICAL CENTER OF WEST MICHIGAN ONE ATKINSON DRIVE LUDINGTON MI 49431 381359266 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false MECOSTA COUNTY MEDICAL CENTER 605 OAK STREET BIG RAPIDS MI 49307 381368744 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false PENNOCK HOSPITAL 1009 WEST GREEN STREET HASTINGS MI 49058 381360562 HEALTHCARE MI 501(c)(3) 3 COREWELL HEALTH false LAKESHORE AREA RADIATION ONCOLOGY CENTER 12642 Riley Street Holland MI 494249202 383067954 Radiation services MI 501(c)(3) 3 Spectrum Health Hospitals false LAKELAND REGIONAL HEALTH SYSTEM INC 1234 NAPIER AVENUE ST JOSEPH MI 49085 382609624 PROVIDE A COMPREHENSIVE SYSTEM OF HEALTH CARE TO CITIZENS OF THE COMMUNITY MI 501(c)(3) Type III-FI COREWELL HEALTH false LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER 1234 NAPIER AVENUE STJOSEPH MI 49085 383452303 LONGTERM HEALTHCARE/HEALING SERVICES MI 501(c)(3) 3 LAKELAND REGIONAL HEALTH SYSTEM INC false LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH 1234 NAPIER AVENUE ST JOSEPH MI 49085 382539929 PROMOTE AND ASSIST IN PROVIDING HEALTH CARE MI 501(c)(3) 7 LAKELAND REGIONAL HEALTH SYSTEM INC false MERCY MEMORIAL HEALTH SERVICES INC 4368 CLEVELAND AVENUE STEVENSVILLE MI 49127 382748035 PROVIDE HOMECARE AND LONG-TERM HEALTHCARE TO PATIENTS IN SOUTHWEST MICHIGAN MI 501(c)(3) 10 LAKELAND REGIONAL HEALTH SYSTEM INC false LAKELAND COMMUNITY HOSPITAL - WATERVLIET 400 MEDICAL PARK DRIVE WATERVLIET MI 49098 381368745 TO PROVIDE GENERAL HEALTH OF THE COMMUNITY THROUGH EDUCATION AND HEALTHCARE MI 501(c)(3) 3 LAKELAND REGIONAL HEALTH SYSTEM INC false HOSPICE AT HOME INC 4025 HEALTH PARK LANE ST JOSEPH MI 49085 382416086 TO PROVIDE HOSPICE AND PALLIATIVE CARE TO THE TERMINALLY ILL MI 501(c)(3) 7 LAKELAND REGIONAL HEALTH SYSTEM INC false LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC 1234 NAPIER AVENUE GRAND RAPIDS MI 49085 382156872 PROVIDE A COMPREHENSIVE SYSTEM OF HEALTH CARE TO CITIZENS OF THE COMMUNITY MI 501(c)(3) 3 LAKELAND REGIONAL HEALTH SYSTEM INC false TOTAL HEALTH CARE INC 3011 W GRAND BLVD SUITE 1600 DETROIT MI 48202 382018957 HMO MGMT MI 501(c)(4) PRIORITY HEALTH false TOTAL HEALTH CARE USA INC 3011 W GRAND BLVD SUITE 1600 DETROIT MI 48202 383240485 HMO MGMT MI 501(c)(4) TOTAL HEALTH CARE INC false BEAUMONT HEALTH 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 465718220 MANAGEMENT MI 501(c)(3) Type III-FI COREWELL HEALTH false BOSTFORD CONTINUING CARE CORPORATION 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382549505 LONG TERM NURSING CARE MI 501(c)(3) 10 BOTSFORD GENERAL HOSPITAL false BH GRAND RIVER SOUTHFIELD INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382410823 EMERGENCY MEDICAL SERVICES MI 501(c)(3) 10 BOTSFORD GENERAL HOSPITAL false MICHIGAN MOBILE PET IMAGING 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 331086165 MOBILE PET SCANNING MI 501(c)(3) Type I OAKWOOD HEALTHCARE INC false OAKWOOD HEALTHCARE INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 381405141 HOSPITAL MI 501(c)(3) 3 BEAUMONT HEALTH false OAKWOOD UNITED HOSPITALS INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382837961 FACILITY LEASING MI 501(c)(3) Type I OAKWOOD HEALTHCARE INC false OAKWOOD HOME CARE SERVICES 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382877338 HOME HEALTH SERVICES MI 501(c)(3) 10 OAKWOOD HEALTHCARE INC false WILLIAM BEAMONT HOSPITAL 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 381459362 HOSPITAL MI 501(c)(3) 3 BEAUMONT HEALTH false BEAUMONT HEALTH FOUNDATION 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 364852171 FOUNDATION MI 501(c)(3) 7 BEAUMONT HEALTH false BEAUMONT MEDICAL GROUP - HOSPITAL BASED 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 822768899 PHYSICIAN SUPPORT SERVICES MI 501(c)(3) 10 BEAUMONT HEALTH false BEAUMONT MEDICAL GROUP - SPECIALTY SERVICES 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 822784244 PHYSICIAN SUPPORT SERVICES MI 501(c)(3) 10 BEAUMONT HEALTH false BEAUMONT MEDICAL GROUP - PRIMARY CARE SERVICES 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 822796539 PHYSICIAN SUPPORT SERVICES MI 501(c)(3) 10 BEAUMONT HEALTH false BOSTFORD GENERAL HOSPITAL 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 381426919 HOSPITAL MI 501(c)(3) 3 BEAUMONT HEALTH false BEAUMONT MEDICAL TRANSPORTATION SERVICE 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 260203703 MEDICAL TRANSPORTATION SERVICES MI 501(c)(3) 10 BH GRAND RIVER SOUTHFIELD INC false OAKWOOD HEALTH PROMOTIONS INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382601965 ASSISTED AND RESIDENT CARE FACILITIES MI 501(c)(3) 10 OAKWOOD HEALTH CARE INC false WEST MICHIGAN ACCOUNTABLE CARE ORGANIZATION LLC 221 MICHIGAN ST NE STE 501 GRAND RAPIDS MI 49503 833153113 ACCOUNTABLE CARE ORGANIZATION MI NA N/A false false DEARBORN SCHAEFFER OFFICE COMPANY LLC 26901 BEAUMONT BOULEVARD SOUTHFIELD MI 48033 262448025 REAL ESTATE MI NA N/A false false OAKMED LLC 1938 WOODSLEE DRIVE TROY MI 48033 461459737 PRIVATE DUTY NURSING MI NA N/A false false PRIORITY HEALTH MANAGED BENEFITS 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 383085182 THIRD PARTY ADMINISTRATOR MI NA C Corporation false SPECTRUM HEALTH PHYSICIAN ALLIANCE 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 371655728 PHYSICIANS MI NA C Corporation false WEST MICHIGAN HEART 2900 BRADFORD STREET NE GRAND RAPIDS MI 49525 382125186 PHYSICIANS MI NA C Corporation false HELEN DEVOS WOMEN'S AND CHILDREN'S HEALTH PAVILION ASSOCIATION 330 BARCLAY NE GRAND RAPIDS MI 49503 383264184 MGMT MI NA C Corporation false LEMMEN-HOLTON CANCER PAVILION CONDOMINIUM ASSOCIATION 145 MICHIGAN ST NE GRAND RAPIDS MI 49503 161734150 MGMT MI NA C Corporation false MUSCULOSKELETAL CENTER CONDOMINIUM ASSOCIATION 230 MICHIGAN NE GRAND RAPIDS MI 49503 383180086 MGMT MI NA C Corporation false PRIORITY HEALTH INSURANCE COMPANY 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 201529553 INSURANCE MI NA C Corporation false THE MICHIGAN STREET PARKING CONDOMINIUM ASSOCATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 161734145 MGMT MI NA C Corporation false 25 MICHIGAN STREET CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 161734157 MGMT MI NA C Corporation false 35 MICHIGAN STREET CONDOMINIUM ASSOCIATION 35 MICHIGAN ST NE GRAND RAPIDS MI 49503 272193084 MGMT MI NA C Corporation false PENNOCK VENTURES INC 1009 WEST GREEN STREET HASTINGS MI 49058 382712819 Healthcare MI NA C Corporation false LAKELAND HEALTH ENTERPRISES INC 31 NORTH ST JOSEPH AVENUE NILES MI 49120 382669798 ACCOUNTING AND BILLING MI NA C Corporation false PHARMACY SHOPPE INC 1234 NAPIER AVENUE ST JOSEPH MI 49085 382929090 PHARMACEUTICALS MI NA C Corporation false LAKELAND MEDICAL PRACTICES 1234 NAPIER AVENUE STJOSEPH MI 49085 270381199 MEDICAL ADMINISTRATIVE SERVICES MI NA C Corporation false SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC 1234 NAPIER AVENUE ST JOSEPH MI 49085 272589359 PHYSICIAN OFFICE MI NA C Corporation false FOUR FLAGS PROPERTIES INC 122 GRANT STREET NILES MI 49120 364501639 PROPERTY MANAGEMENT/RENTAL MI NA C Corporation false LAKELAND HEALTH VENTURES INC 1234 NAPIER AVENUE ST JOSEPH MI 49085 272313790 HOLDING COMPANY MI NA C Corporation false LAKELAND PHYSICIAN CARE NETWORK 1234 NAPIER AVENUE ST JOSEPH MI 49085 208513031 MEDICAL SERVICES MI NA C Corporation false LAKELAND PERSONAL CARE SERVICES INC 1234 NAPIER AVENUE ST JOSEPH MI 49085 272990797 HEALTHCARE SERVICES MI NA C Corporation false 1697 MICHIGAN STREET PROPERTY 100 MICHIGAN STREET NE GRAND RAPIDS MI 49503 831721239 MGMT MI NA C Corporation false BLUE STAR PROFESSIONAL BUILDING CONDO ASSOCIATION 4025 HEALTH PARK LANE ST JOSEPH MI 49085 208313519 MGMT MI NA C Corporation false PHMB CAMADS TRUST 1231 EAST BELTLINE NE GRAND RAPIDS MI 49525 846496888 TRUST MI NA Trust false PENNOCK PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION 1009 WEST GREEN STREET HASTINGS MI 49058 384056359 MGMT MI NA C Corporation false COREWELL HEALTH INDEMNITY COMPANY 980512415 PREMIUM DEPOSITS CJ NA C Corporation false BEAUMONT NURSING HOME SERVICES INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382799842 ASSISTED CARE LIVING MI NA C Corporation false BEAUMONT PHYSICIANS INSURANCE COMPANY INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 274261262 PROFESSIONAL INSURANCE MI NA C Corporation false BOTSFORD COMMONS PROPERTY ASSOCIATION 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 383203663 PROPERTY MANAGEMENT MI NA C Corporation false OAKWOOD AFFILIATED VENTURES INC AND SUBSIDIARIES 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 371753159 OFFICE OF PHYSICIANS / NON-RESIDENTIAL RENTAL MI NA C Corporation false BH SOUTHFIELD BILLING INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382755982 MANAGEMENT AND DISPATCH SERVICES MI NA C Corporation false MIDWEST MEDICAL CENTER 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 263683446 OFFICE OF PHYSICIANS MI NA C Corporation false OAKWOOD ENTERPRISES INC 26901 BEAUMONT BLVD SOUTHFIELD MI 48033 382601930 NON RESIDENTIAL RENTAL MI NA C Corporation false MICHIGAN STREET PROJECT CONDOMINIUM ASSOCIATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 364873152 MGMT MI NA C Corporation false GRAND RIVER ABSOLUTE RETURN FUND LTD PO BOX 852 GRAND CAYMAN CJ KY11103 POOLED INVESTMENT FUND CJ COREWELL HEALTH false false false false false false false false false false false false false false false false false false false false