Thrivent Individual Pension Account Plan — Form 5500 plan (Thrivent Financial For Lutherans)
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, Thrivent Individual Pension Account Plan is a benefit plan reported by Thrivent Financial For Lutherans under EIN 39-0123480 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,499 participants and $1,246,266,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thrivent Financial For Lutherans
- EIN
- 39-0123480
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 10,499
- End-of-year plan assets
- $1,246,266,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,499 | H, C | 20241009092530NAL0010475075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,246,266,502
- Total liabilities (EOY)
- $11,494,886
- Net assets (EOY)
- $1,234,771,616
- Net assets (BOY)
- $1,145,035,596
Income & contributions
- Total contributions
- $978,331
- Total income / additions
- $162,760,441
Expenses & distributions
- Benefits paid
- $64,164,266
- Administrative expenses
- $8,860,155
- Total expenses
- $73,024,421
- Net increase / (decrease)
- $89,736,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $409,700 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $347,934 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $121,664 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $93,523 | not reported in the loaded dataset | 2023 |
| Callan Associates | NONE | $34,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thrivent Financial For Lutherans
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Usi Consulting Group, Inc. — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Callan Associates — Schedule C compensation