Lutheran Social Services Of Wisconsin And Upper Michigan — 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, Lutheran Social Services Of Wisconsin And Upper Michigan (EIN 39-0816846) is a plan sponsor located in West Allis, WI with 3 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
- 39-0816846
- Location
- West Allis, WI
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,101,369
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,101,369
Contributions & income
- Employer contributions
- $504,421
- Participant contributions
- $1,799,347
- Total income / additions
- $6,022,935
Expenses & distributions
- Benefits paid / distributions
- $2,141,276
- Total expenses
- $2,227,313
- Net increase / (decrease)
- $3,795,622
Coverage
- Total reported participants
- 1,826
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
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
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lutheran Social Services Tax Deferred Annuity Plan | 001 | 1,101 | $25,101,369 | 2023 |
| Lutheran Social Services Life Ad&D And Ltd Plans | 502 | 617 | not reported in the loaded dataset | 2023 |
| Lutheran Social Services Fsa Plan | 503 | 108 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lutheran Social Services Life Ad&D And Ltd Plans | 617 | — | 20240612161541NAL0015962963001 |
| 2023 | Lutheran Social Services Fsa Plan | 108 | — | 20240612161740NAL0029501553001 |
| 2023 | Lutheran Social Services Tax Deferred Annuity Plan | 1,101 | H, C | 20241008111218NAL0009578467001 |