How many benefit plans does Lutheran Social Service Group, Inc. report on Form 5500?

Lutheran Social Service Group, Inc. (EIN 16-1548940) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lutheran Social Service Group, Inc.?

The Employer Identification Number (EIN) reported for Lutheran Social Service Group, Inc. is 16-1548940.

What is the latest Form 5500 filing year for Lutheran Social Service Group, Inc.?

The latest loaded Form 5500 filing year for Lutheran Social Service Group, Inc. is 2023.

Lutheran Social Service Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lutheran Social Service Group, Inc. (EIN 16-1548940) is a plan sponsor located in Jamestown, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 16-1548940
Location: Jamestown, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,530,946
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,530,946

Contributions & income

Employer contributions: $264,174
Participant contributions: $375,141
Total income / additions: $2,666,856

Expenses & distributions

Benefits paid / distributions: $2,760,585
Total expenses: $2,831,530
Net increase / (decrease): -$164,674

Coverage

Total reported participants: 587
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lutheran Social Service Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lutheran Social Services Group, Inc. 401(K) Retirement Plan	001	284	$13,530,946	2023
Lutheran Social Services Group, Inc. Health And Welfare Beneftis Plan	502	303	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lutheran Social Service Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lutheran Social Services Group, Inc. Health And Welfare Beneftis Plan	303	—	20240523114332NAL0005260945001
2023	Lutheran Social Services Group, Inc. 401(K) Retirement Plan	284	H, C	20241015143344NAL0014853171001