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 Services Florida Retirement Plan is a benefit plan reported by Lutheran Services Florida Inc. under EIN 59-2198911 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,802 participants and $19,562,989 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,562,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,562,989
- Net assets (BOY)
- $14,562,462
Income & contributions
- Employer contributions
- $1,511,403
- Participant contributions
- $2,797,459
- Total contributions
- $4,386,326
- Total income / additions
- $6,873,361
Expenses & distributions
- Benefits paid
- $1,834,635
- Administrative expenses
- $35,911
- Total expenses
- $1,872,834
- Net increase / (decrease)
- $5,000,527