Plan5500

403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. — Form 5500 plan (Eger Lutheran Homes And Services, Inc.)

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, 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. is a benefit plan reported by Eger Lutheran Homes And Services, Inc. under EIN 13-5564936 and plan number 003. The latest loaded filing year is 2023. The filing reports 548 participants and $8,917,940 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,917,940
Participants548Covered participants reported
Assets / participant$16.3KComputed: assets ÷ participants$16,274 (computed)
Provider compensation$28.6K2 Schedule C provider row(s)$28,590
Plan sponsor
Eger Lutheran Homes And Services, Inc.
EIN
13-5564936
Plan number
003
Plan type
2
Location
Staten Island, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    548 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$245.2K
Benefits paid / distributions$207.5K
Contributions
EmployerNot reported
Participant$404.4K
Full reported line items

Net assets

Total assets (EOY)
$8,917,940
Total liabilities (EOY)
$0
Net assets (EOY)
$8,917,940
Net assets (BOY)
$7,390,132

Income & contributions

Participant contributions
$404,375
Total contributions
$404,375
Total income / additions
$1,772,991

Expenses & distributions

Benefits paid
$207,452
Administrative expenses
$28,590
Total expenses
$245,183
Net increase / (decrease)
$1,527,808
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln National Corporation$28K
    NONE · Direct $28K · Indirect $0
  2. 2
    Mutual Of America Life Insurance Co$577
    NONE · Direct $577 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc.?
403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. is reported as sponsored by Eger Lutheran Homes And Services, Inc. (EIN 13-5564936, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc.?
The latest Form 5500 filing year loaded for 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. is 2023.
How many participants does 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. report?
403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. reports 548 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc.?
403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc. reports $8,917,940 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages