2023 Form 5500 filing — Gundersen Lutheran Employees' 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 20241014222432NAL0015614051001) for Gundersen Lutheran Employees' Retirement Plan, reported by Gundersen Lutheran Administrative Services, Inc. under EIN 39-1606449 and plan number 002. It reports 9,526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222432NAL0015614051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gundersen Lutheran Administrative Services, Inc.
- EIN
- 39-1606449
- Plan number
- 002
- Location
- La Crosse, WI
- Participants
- 9,526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,517,409,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,517,409,544
- Employer contributions
- $84,228,295
- Participant contributions
- $46,817,394
- Total income / additions
- $536,747,596
- Benefits paid
- $183,521,533
- Administrative expenses
- $2,192,275
- Total expenses
- $185,713,808
- Net increase / (decrease)
- $351,033,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sit Inv Assoc. | NONE | $640,034 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $624,055 | not reported in the loaded dataset |
| Oneamerica Retirement Services | NONE | $544,228 | not reported in the loaded dataset |
| Systematic Financial Management | NONE | $357,249 | not reported in the loaded dataset |
| Hawkins Ash Cpas, Llp | NONE | $18,500 | not reported in the loaded dataset |
| Godfrey & Kahn, S.C. | NONE | $5,755 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |