Plan5500

Lumina Foundation For Education, Inc. Pension 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. Pension Plan is a benefit plan reported by Lumina Foundation For Education, Inc. under EIN 35-1813228 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $22,153,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumina Foundation For Education, Inc.
EIN
35-1813228
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
184
End-of-year plan assets
$22,153,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241015151723NAL0016727475002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,153,412
Net assets (EOY)
$22,153,412
Net assets (BOY)
$19,509,255

Income & contributions

Employer contributions
$839,167
Total contributions
$839,167
Total income / additions
$4,132,460

Expenses & distributions

Benefits paid
$1,336,344
Administrative expenses
$151,959
Total expenses
$1,488,303
Net increase / (decrease)
$2,644,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bmo Harris Bank N.A.NONE$17,235not reported in the loaded dataset2023

Related Form 5500 pages