Gundersen Lutheran Employees' Retirement Plan — Form 5500 plan (Gundersen Lutheran Administrative Services, 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, Gundersen Lutheran Employees' Retirement Plan is a benefit plan reported by Gundersen Lutheran Administrative Services, Inc. under EIN 39-1606449 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,526 participants and $2,517,409,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gundersen Lutheran Administrative Services, Inc.
- EIN
- 39-1606449
- Plan number
- 002
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 9,526
- End-of-year plan assets
- $2,517,409,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,526 | H, C | 20241014222432NAL0015614051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,517,409,544
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,517,409,544
- Net assets (BOY)
- $2,159,335,643
Income & contributions
- Employer contributions
- $84,228,295
- Participant contributions
- $46,817,394
- Total contributions
- $136,149,058
- Total income / additions
- $536,747,596
Expenses & distributions
- Benefits paid
- $183,521,533
- Administrative expenses
- $2,192,275
- Total expenses
- $185,713,808
- Net increase / (decrease)
- $351,033,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sit Inv Assoc. | NONE | $640,034 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $624,055 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | NONE | $544,228 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management | NONE | $357,249 | not reported in the loaded dataset | 2023 |
| Hawkins Ash Cpas, Llp | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Godfrey & Kahn, S.C. | NONE | $5,755 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gundersen Lutheran Administrative Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in La Crosse, WI
- Sit Inv Assoc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Systematic Financial Management — Schedule C compensation
- Hawkins Ash Cpas, Llp — Schedule C compensation
- Godfrey & Kahn, S.C. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation