Good Samaritan Society 401k Plan — Form 5500 plan (The Evangelical Lutheran Good Samaritan Society)

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, Good Samaritan Society 401k Plan is a benefit plan reported by The Evangelical Lutheran Good Samaritan Society under EIN 45-0228055 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,008 participants and $254,213,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Evangelical Lutheran Good Samaritan Society
EIN
45-0228055
Plan number
002
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
16,008
End-of-year plan assets
$254,213,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,008H, C20240731164108NAL0034577744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,213,431
Total liabilities (EOY)
$0
Net assets (EOY)
$254,213,431
Net assets (BOY)
$212,264,423

Income & contributions

Employer contributions
$17,469,925
Participant contributions
$26,965,642
Total contributions
$46,851,017
Total income / additions
$82,262,739

Expenses & distributions

Benefits paid
$39,345,695
Administrative expenses
$998,037
Total expenses
$40,343,732
Net increase / (decrease)
$41,919,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$998,037$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages