Lutheran Retirement Home Of Greater Seattle — 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 Retirement Home Of Greater Seattle (EIN 91-0743702) is a plan sponsor located in Seattle, WA with 1 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
91-0743702
Location
Seattle, WA
Loaded plans
1
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 Retirement Home Of Greater Seattle

  • 1 loaded plans hold $9.2M in reported assets.
  • The largest, The Hearthstone Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 265 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.2MSummed across loaded plans$9,168,904
Total reported assets$9.2M$9,168,904
Total reported participants265
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.2M total assets
Net assets$9.2MLiabilities$0
Contributions & income
Employer contributions$302.4K
Participant contributions$476.2K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$369.1K
Total expenses$409.6K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (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 assets100%The Hearthstone Retirement Plan
Participants per plan265Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 265 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lutheran Retirement Home Of Greater Seattle. Open one for its full reported snapshot.

  1. 2023
    The Hearthstone Retirement Plan265 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lutheran Retirement Home Of Greater Seattle report on Form 5500?
Lutheran Retirement Home Of Greater Seattle (EIN 91-0743702) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lutheran Retirement Home Of Greater Seattle?
The Employer Identification Number (EIN) reported for Lutheran Retirement Home Of Greater Seattle is 91-0743702.
What is the latest Form 5500 filing year for Lutheran Retirement Home Of Greater Seattle?
The latest loaded Form 5500 filing year for Lutheran Retirement Home Of Greater Seattle is 2023.

Related Form 5500 pages