2023 Form 5500 filing — Luminate Home Loans 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 20241010094346NAL0020775169001) for Luminate Home Loans Retirement Plan, reported by Luminate Home Loans, Inc. under EIN 41-1941324 and plan number 002. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094346NAL0020775169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luminate Home Loans, Inc.
- EIN
- 41-1941324
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,565,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,565,190
- Employer contributions
- $1,358,650
- Participant contributions
- $3,448,550
- Total income / additions
- $12,085,972
- Benefits paid
- $1,599,707
- Administrative expenses
- $64,438
- Total expenses
- $1,664,145
- Net increase / (decrease)
- $10,421,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,778 | not reported in the loaded dataset |
| Great Valley Advisor Group | ADVISOR | $26,849 | not reported in the loaded dataset |
| Strategic Advisors | ADVISOR | $4,812 | not reported in the loaded dataset |