2023 Form 5500 filing — 403(B) Thrift Plan For Concordia Lutheran Ministries Cabot, Pennsylvania
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 20240913153011NAL0006085235001) for 403(B) Thrift Plan For Concordia Lutheran Ministries Cabot, Pennsylvania, reported by Concordia Lutheran Ministries under EIN 25-0969458 and plan number 001. It reports 4,023 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913153011NAL0006085235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concordia Lutheran Ministries
- EIN
- 25-0969458
- Plan number
- 001
- Location
- Cabot, PA
- Participants
- 4,023
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,608,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,608,679
- Employer contributions
- $5,139,830
- Participant contributions
- $9,088,523
- Total income / additions
- $32,110,542
- Benefits paid
- $10,778,551
- Administrative expenses
- $407,407
- Total expenses
- $11,185,508
- Net increase / (decrease)
- $20,925,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $407,406 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $129,858 |
| Concordia Lutheran Health And Human | OTHER SERVICES | $0 | $36,678 |