2023 Form 5500 filing — Lutheran Seniorlife Employees' Retirement Savings 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 20241014210327NAL0047496624001) for Lutheran Seniorlife Employees' Retirement Savings Plan, reported by Lutheran Seniorlife/Passavant Retirement & Health Center under EIN 25-1527666 and plan number 002. It reports 1,462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014210327NAL0047496624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Seniorlife/Passavant Retirement & Health Center
- EIN
- 25-1527666
- Plan number
- 002
- Location
- Mars, PA
- Participants
- 1,462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,055,542
- Net assets (EOY)
- $49,055,542
- Employer contributions
- $870,232
- Participant contributions
- $2,658,152
- Total income / additions
- $9,991,673
- Benefits paid
- $2,962,419
- Administrative expenses
- $106,286
- Total expenses
- $3,070,745
- Net increase / (decrease)
- $6,920,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $74,909 | $0 |
| Alliant Retirement Services LLC | INV MGMT | $30,000 | not reported in the loaded dataset |
| Axa Equitable Life Insurance | RECORD KEEPER | $294 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Variable Annuity Life Insurance Co | NO RELATIONSHIP | $0 | $0 |