2023 Form 5500 filing — Lumina Foundation For Education, Inc. Pension 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 20241015151723NAL0016727475002) for Lumina Foundation For Education, Inc. Pension Plan, reported by Lumina Foundation For Education, Inc. under EIN 35-1813228 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151723NAL0016727475002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumina Foundation For Education, Inc.
- EIN
- 35-1813228
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,153,412
- Net assets (EOY)
- $22,153,412
- Employer contributions
- $839,167
- Total income / additions
- $4,132,460
- Benefits paid
- $1,336,344
- Administrative expenses
- $151,959
- Total expenses
- $1,488,303
- Net increase / (decrease)
- $2,644,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Harris Bank N.A. | NONE | $17,235 | not reported in the loaded dataset |