Lutheran Immigration And Refugee Service 403(B) Plan — Form 5500 plan (Lutheran Immigration And Refugee Service)
Plain-English plan 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, Lutheran Immigration And Refugee Service 403(B) Plan is a benefit plan reported by Lutheran Immigration And Refugee Service under EIN 13-2574854 and plan number 001. The latest loaded filing year is 2023. The filing reports 529 participants and $13,992,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Immigration And Refugee Service
- EIN
- 13-2574854
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 529
- End-of-year plan assets
- $13,992,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 529 | H, C | 20241011065323NAL0010675475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,992,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,992,060
- Net assets (BOY)
- $10,233,474
Income & contributions
- Employer contributions
- $2,002,837
- Participant contributions
- $1,344,388
- Total contributions
- $3,901,186
- Total income / additions
- $5,826,969
Expenses & distributions
- Benefits paid
- $2,005,923
- Administrative expenses
- $62,460
- Total expenses
- $2,068,383
- Net increase / (decrease)
- $3,758,586
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $34,194 | $0 | 2023 |
| Retirement Planners & Administrator | CONTRACT ADMIN | $25,137 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $1,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Immigration And Refugee Service
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Capital Group Retirement Plan Servi — Schedule C compensation
- Retirement Planners & Administrator — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation