2023 Form 5500 filing — Shepherd Of The Valley Lutheran Home And Retirement Center Caf Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613153515NAL0049380656001) for Shepherd Of The Valley Lutheran Home And Retirement Center Caf Plan, reported by Shepherd Of The Valley Lutheran Retirement Services, Inc. under EIN 34-1147594 and plan number 501. It reports 443 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
Filing snapshot
- EFAST2 acknowledgement
- 20240613153515NAL0049380656001
- Plan sponsor
- Shepherd Of The Valley Lutheran Retirement Services, Inc.
- EIN
- 34-1147594
- Plan number
- 501
- Location
- Austintown, OH
- Received date
- not reported in the loaded dataset
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Community Insurance Co. Dba Anthem | NONE | $0 | $219,983 |
| Community Insurance Co. Dba Anthem | NONE | $77,579 | not reported in the loaded dataset |
| The James B Oswald Company | not reported in the loaded dataset | $0 | $52,882 |