How many benefit plans does Lumina Foundation For Education, Inc. report on Form 5500?

Lumina Foundation For Education, Inc. (EIN 35-1813228) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lumina Foundation For Education, Inc.?

The Employer Identification Number (EIN) reported for Lumina Foundation For Education, Inc. is 35-1813228.

What is the latest Form 5500 filing year for Lumina Foundation For Education, Inc.?

The latest loaded Form 5500 filing year for Lumina Foundation For Education, Inc. is 2023.

Lumina Foundation For Education, 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, Lumina Foundation For Education, Inc. (EIN 35-1813228) is a plan sponsor located in Indianapolis, IN 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: 35-1813228
Location: Indianapolis, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,348,123
Total reported net assets (EOY): $42,348,123

Contributions & income

Employer contributions: $1,334,774
Participant contributions: $843,979
Total income / additions: $8,771,413

Expenses & distributions

Benefits paid / distributions: $2,835,307
Total expenses: $2,973,109
Net increase / (decrease): $5,798,304

Coverage

Total reported participants: 310
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Lumina Foundation For Education, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lumina Foundation For Education, Inc. Pension Plan	002	184	$22,153,412	2023
Lumina Foundation For Education, Inc. Savings Investment Plan	001	126	$20,194,711	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lumina Foundation For Education, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lumina Foundation For Education, Inc. Savings Investment Plan	126	H, C	20241015134942NAL0048212992003
2023	Lumina Foundation For Education, Inc. Pension Plan	184	H, C	20241015151723NAL0016727475002