2023 Form 5500 filing — Lutheran Social Services Tax Deferred Annuity 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 20241008111218NAL0009578467001) for Lutheran Social Services Tax Deferred Annuity Plan, reported by Lutheran Social Services Of Wisconsin And Upper Michigan under EIN 39-0816846 and plan number 001. It reports 1,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111218NAL0009578467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lutheran Social Services Of Wisconsin And Upper Michigan
- EIN
- 39-0816846
- Plan number
- 001
- Location
- West Allis, WI
- Participants
- 1,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,101,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,101,369
- Employer contributions
- $504,421
- Participant contributions
- $1,799,347
- Total income / additions
- $6,022,935
- Benefits paid
- $2,141,276
- Administrative expenses
- $84,674
- Total expenses
- $2,227,313
- Net increase / (decrease)
- $3,795,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $84,674 | $0 |
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $22,763 |