Thrivent Capital Accumulation 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 Capital Accumulation Plan is a benefit plan reported by Thrivent Financial For Lutherans under EIN 39-0123480 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,713 participants and $418,908,952 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
- 008
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 2,713
- End-of-year plan assets
- $418,908,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,713 | H, C | 20241009091943NAL0018081361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $418,908,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $418,908,952
- Net assets (BOY)
- $371,529,211
Income & contributions
- Employer contributions
- $17,585,683
- Participant contributions
- $0
- Total contributions
- $17,585,683
- Total income / additions
- $82,697,979
Expenses & distributions
- Benefits paid
- $35,296,803
- Administrative expenses
- $21,435
- Total expenses
- $35,318,238
- Net increase / (decrease)
- $47,379,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $15,578 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $4,657 | $0 | 2023 |
| Empower Financial Services,Inc. | NONE | $2,105 | 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