2023 Form 5500 filing — Lutheran Retirement Ministries Employees' Retirement Plan And Trust
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 20250714090044NAL0000831617001) for Lutheran Retirement Ministries Employees' Retirement Plan And Trust, reported by Lutheran Retirement Ministries Of Alamance County, North Carolina under EIN 56-1270984 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714090044NAL0000831617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Retirement Ministries Of Alamance County, North Carolina
- EIN
- 56-1270984
- Plan number
- 001
- Location
- Burlington, NC
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,876,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,876,252
- Employer contributions
- $166
- Participant contributions
- $941,786
- Total income / additions
- $3,057,967
- Benefits paid
- $605,640
- Administrative expenses
- $61,568
- Total expenses
- $667,208
- Net increase / (decrease)
- $2,390,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $53,698 | $0 |
| Nextcapital Group, Inc. | NONE | $6,012 | not reported in the loaded dataset |
| Mesirow | NONE | $1,858 | not reported in the loaded dataset |