2023 Form 5500 filing — Lutheran Homes Of Oconomowoc Retirement 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 20240711175200NAL0010710915001) for Lutheran Homes Of Oconomowoc Retirement Plan, reported by Lutheran Homes Of Oconomowoc, Inc. under EIN 39-0845016 and plan number 003. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711175200NAL0010710915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Homes Of Oconomowoc, Inc.
- EIN
- 39-0845016
- Plan number
- 003
- Location
- Oconomowoc, WI
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,656,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,656,346
- Employer contributions
- $326,604
- Participant contributions
- $683,739
- Total income / additions
- $3,074,840
- Benefits paid
- $1,065,138
- Administrative expenses
- $63,594
- Total expenses
- $1,128,732
- Net increase / (decrease)
- $1,946,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $39,522 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $12,459 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | NONE | $11,508 | not reported in the loaded dataset |