Thrivent 401(K) 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 401(K) Plan is a benefit plan reported by Thrivent Financial For Lutherans under EIN 39-0123480 and plan number 007. The latest loaded filing year is 2023. The filing reports 8,885 participants and $1,517,302,692 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
- 007
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 8,885
- End-of-year plan assets
- $1,517,302,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,885 | H, C | 20241009091654NAL0030809088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,517,302,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,517,302,692
- Net assets (BOY)
- $1,299,617,117
Income & contributions
- Employer contributions
- $27,213,407
- Participant contributions
- $66,929,958
- Total contributions
- $102,352,477
- Total income / additions
- $344,372,576
Expenses & distributions
- Benefits paid
- $126,270,267
- Administrative expenses
- $174,343
- Total expenses
- $126,687,001
- Net increase / (decrease)
- $217,685,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $124,999 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $46,944 | $0 | 2023 |
| Empower Financial Services, Inc | NONE | $2,775 | 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
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Financial Services, Inc — Schedule C compensation