403(B) Thrift Plan For Concordia Lutheran Ministries Cabot, Pennsylvania — Form 5500 plan (Concordia Lutheran Ministries)
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) Thrift Plan For Concordia Lutheran Ministries Cabot, Pennsylvania is a benefit plan reported by Concordia Lutheran Ministries under EIN 25-0969458 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,023 participants and $118,608,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concordia Lutheran Ministries
- EIN
- 25-0969458
- Plan number
- 001
- Plan type
- 2
- Location
- Cabot, PA
- Latest filing year
- 2023
- Participants
- 4,023
- End-of-year plan assets
- $118,608,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,023 | H, C | 20240913153011NAL0006085235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,608,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,608,679
- Net assets (BOY)
- $97,683,645
Income & contributions
- Employer contributions
- $5,139,830
- Participant contributions
- $9,088,523
- Total contributions
- $16,099,324
- Total income / additions
- $32,110,542
Expenses & distributions
- Benefits paid
- $10,778,551
- Administrative expenses
- $407,407
- Total expenses
- $11,185,508
- Net increase / (decrease)
- $20,925,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $407,406 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $129,858 | 2023 |
| Concordia Lutheran Health And Human | OTHER SERVICES | $0 | $36,678 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concordia Lutheran Ministries
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Cabot, PA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Concordia Lutheran Health And Human — Schedule C compensation