Plan5500

Lutheran Services In Iowa — 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 Services In Iowa (EIN 42-0698267) is a plan sponsor located in Des Moines, IA with 5 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
42-0698267
Location
Des Moines, IA
Loaded plans
6
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 Lutheran Services In Iowa

  • 6 loaded plans hold $14.5M in reported assets.
  • The largest, 401(K) Profit Sharing Plan For Employees Of Lutheran Services In Iowa, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 2,063 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.5MSummed across loaded plans$14,545,616
Total reported assets$14.5M$14,545,616
Total reported participants2.1K2,063
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$14.5M total assets
Net assets$14.5MLiabilities—
Contributions & income
Employer contributions$190.6K
Participant contributions$658.5K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$428K

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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 assets100%401(K) Profit Sharing Plan For Employees Of Lutheran Services In Iowa, Inc.
Participants per plan344Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    401(K) Profit Sharing Plan For Employees Of Lutheran Services In Iowa, Inc.$14.5M
    Plan #002 · 959 participants · 2023
  2. 2
    Lutheran Services In Iowa Group Life And Long Term Disabilitynot reported in the loaded dataset
    Plan #504 · 344 participants · 2023
  3. 3
    Employee Dental Plannot reported in the loaded dataset
    Plan #507 · 250 participants · 2023
  4. 4
    Employee Vision Plannot reported in the loaded dataset
    Plan #508 · 226 participants · 2023
  5. 5
    Lutheran Services In Iowa Accident And Critical Illnessnot reported in the loaded dataset
    Plan #511 · 158 participants · 2023
  6. 6
    Lutheran Services In Iowa Voluntary Group Term Lifenot reported in the loaded dataset
    Plan #510 · 126 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 Lutheran Services In Iowa. Open one for its full reported snapshot.

  1. 2023
    Lutheran Services In Iowa Voluntary Group Term Life126 participants · 2No schedules
    View filing →
  2. 2023
    Employee Vision Plan226 participants · 2No schedules
    View filing →
  3. 2023
    Lutheran Services In Iowa Group Life And Long Term Disability344 participants · 2No schedules
    View filing →
  4. 2023
    Employee Dental Plan250 participants · 2No schedules
    View filing →
  5. 2023
    Lutheran Services In Iowa Accident And Critical Illness158 participants · 2No schedules
    View filing →
  6. 2023
    401(K) Profit Sharing Plan For Employees Of Lutheran Services In Iowa, Inc.959 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lutheran Services In Iowa report on Form 5500?
Lutheran Services In Iowa (EIN 42-0698267) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lutheran Services In Iowa?
The Employer Identification Number (EIN) reported for Lutheran Services In Iowa is 42-0698267.
What is the latest Form 5500 filing year for Lutheran Services In Iowa?
The latest loaded Form 5500 filing year for Lutheran Services In Iowa is 2023.

Related Form 5500 pages