2023 Form 5500 filing — Lutheran Immigration And Refugee Service 403(B) 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 20241011065323NAL0010675475001) for Lutheran Immigration And Refugee Service 403(B) Plan, reported by Lutheran Immigration And Refugee Service under EIN 13-2574854 and plan number 001. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011065323NAL0010675475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Immigration And Refugee Service
- EIN
- 13-2574854
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,992,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,992,060
- Employer contributions
- $2,002,837
- Participant contributions
- $1,344,388
- Total income / additions
- $5,826,969
- Benefits paid
- $2,005,923
- Administrative expenses
- $62,460
- Total expenses
- $2,068,383
- Net increase / (decrease)
- $3,758,586
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $34,194 | $0 |
| Retirement Planners & Administrator | CONTRACT ADMIN | $25,137 | not reported in the loaded dataset |
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,600 | not reported in the loaded dataset |