Lumina Foundation For Education, Inc. Savings Investment Plan — Form 5500 plan (Lumina Foundation For Education, 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, Lumina Foundation For Education, Inc. Savings Investment Plan is a benefit plan reported by Lumina Foundation For Education, Inc. under EIN 35-1813228 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $20,194,711 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.2MPlan net assets, end of year$20,194,711
Participants126Covered participants reported
Assets / participant$160.3KComputed: assets ÷ participants$160,275 (computed)
Provider compensation$14.2K1 Schedule C provider row(s)$14,157
- Plan sponsor
- Lumina Foundation For Education, Inc.
- EIN
- 35-1813228
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241015134942NAL0048212992003 |
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)$20.2M total assets
Net assets$20.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,194,711
- Net assets (EOY)
- $20,194,711
- Net assets (BOY)
- $17,040,564
Income & contributions
- Employer contributions
- $495,607
- Participant contributions
- $843,979
- Total contributions
- $1,442,609
- Total income / additions
- $4,638,953
Expenses & distributions
- Benefits paid
- $1,498,963
- Administrative expenses
- -$14,157
- Total expenses
- $1,484,806
- Net increase / (decrease)
- $3,154,147
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,157 | $0 | 2023 |