2023 Form 5500 filing — Lumina Foundation For Education, Inc. Savings Investment 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 20241015134942NAL0048212992003) for Lumina Foundation For Education, Inc. Savings Investment Plan, reported by Lumina Foundation For Education, Inc. under EIN 35-1813228 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.2MReported net assets$20,194,711
Participants126
Provider compensation$14.2K1 Schedule C row(s)$14,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015134942NAL0048212992003
- Plan sponsor
- Lumina Foundation For Education, Inc.
- EIN
- 35-1813228
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $20,194,711
- Net assets (EOY)
- $20,194,711
- Employer contributions
- $495,607
- Participant contributions
- $843,979
- Total income / additions
- $4,638,953
- Benefits paid
- $1,498,963
- Administrative expenses
- -$14,157
- Total expenses
- $1,484,806
- Net increase / (decrease)
- $3,154,147
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1