2023 Form 5500 filing — Lutheran Services Florida Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916132407NAL0001065043001) for Lutheran Services Florida Retirement Plan, reported by Lutheran Services Florida Inc. under EIN 59-2198911 and plan number 001. It reports 2,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916132407NAL0001065043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Services Florida Inc.
- EIN
- 59-2198911
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 2,802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,562,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,562,989
- Employer contributions
- $1,511,403
- Participant contributions
- $2,797,459
- Total income / additions
- $6,873,361
- Benefits paid
- $1,834,635
- Administrative expenses
- $35,911
- Total expenses
- $1,872,834
- Net increase / (decrease)
- $5,000,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $35,911 | $127,386 |
| Fiduciary First | NONE | $0 | $82,005 |