Lutheran Memorial Home 403(B) Retirement Savings Plan — Form 5500 plan (Lutheran Homes)
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, Lutheran Memorial Home 403(B) Retirement Savings Plan is a benefit plan reported by Lutheran Homes under EIN 41-0694719 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $2,770,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Homes
- EIN
- 41-0694719
- Plan number
- 001
- Plan type
- 2
- Location
- Halstad, MN
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $2,770,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015101943NAL0029233809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,770,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,770,108
- Net assets (BOY)
- $2,754,517
Income & contributions
- Employer contributions
- $47,781
- Participant contributions
- $87,350
- Total contributions
- $135,131
- Total income / additions
- $481,722
Expenses & distributions
- Benefits paid
- $450,676
- Administrative expenses
- $11,186
- Total expenses
- $466,131
- Net increase / (decrease)
- $15,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $11,186 | $0 | 2023 |