Plan5500

Eger Lutheran Homes And Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Eger Lutheran Homes And Services, Inc. (EIN 13-5564936) is a plan sponsor located in Staten Island, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-5564936
Location
Staten Island, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Eger Lutheran Homes And Services, Inc.

  • 2 loaded plans hold $21.9M in reported assets.
  • The largest, Employee Benefit Plan Of Eger Lutheran Homes And Services, Inc., holds 59% of this company's reported plan assets.
  • Plans cover 757 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.9MSummed across loaded plans$21,917,872
Total reported assets$21.9M$21,917,872
Total reported participants757
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$21.9MLiabilities$0
Contributions & income
Employer contributions$154.6K
Participant contributions$657.4K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Employee Benefit Plan Of Eger Lutheran Homes And Services, Inc.
Participants per plan379Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Employee Benefit Plan Of Eger Lutheran Homes And Services, Inc.$13M
    Plan #002 · 209 participants · 2023
  2. 2
    403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc.$8.9M
    Plan #003 · 548 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Eger Lutheran Homes And Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    403(B) Tax-Deferred Annuity Plan Of Eger Lutheran Homes And Services, Inc.548 participants · 2Sch HSch C
    View filing →
  2. 2023
    Employee Benefit Plan Of Eger Lutheran Homes And Services, Inc.209 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Eger Lutheran Homes And Services, Inc. report on Form 5500?
Eger Lutheran Homes And Services, Inc. (EIN 13-5564936) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Eger Lutheran Homes And Services, Inc.?
The Employer Identification Number (EIN) reported for Eger Lutheran Homes And Services, Inc. is 13-5564936.
What is the latest Form 5500 filing year for Eger Lutheran Homes And Services, Inc.?
The latest loaded Form 5500 filing year for Eger Lutheran Homes And Services, Inc. is 2023.

Related Form 5500 pages