2023 Form 5500 filing — The Luther Holding Company Savings Plus 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 20240909100820NAL0005360481001) for The Luther Holding Company Savings Plus Retirement Plan, reported by The Luther Holding Company under EIN 41-1655557 and plan number 001. It reports 5,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909100820NAL0005360481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Luther Holding Company
- EIN
- 41-1655557
- Plan number
- 001
- Location
- St. Louis Park, MN
- Participants
- 5,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $284,890,480
- Total liabilities (EOY)
- $134,458
- Net assets (EOY)
- $284,756,022
- Employer contributions
- $7,670,418
- Participant contributions
- $20,084,168
- Total income / additions
- $71,697,218
- Benefits paid
- $27,564,001
- Administrative expenses
- $0
- Total expenses
- $27,981,659
- Net increase / (decrease)
- $43,715,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |