2023 Form 5500 filing — Thrivent Capital Accumulation 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 20241009091943NAL0018081361001) for Thrivent Capital Accumulation Plan, reported by Thrivent Financial For Lutherans under EIN 39-0123480 and plan number 008. It reports 2,713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091943NAL0018081361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrivent Financial For Lutherans
- EIN
- 39-0123480
- Plan number
- 008
- Location
- Minneapolis, MN
- Participants
- 2,713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $418,908,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $418,908,952
- Employer contributions
- $17,585,683
- Participant contributions
- $0
- Total income / additions
- $82,697,979
- Benefits paid
- $35,296,803
- Administrative expenses
- $21,435
- Total expenses
- $35,318,238
- Net increase / (decrease)
- $47,379,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $15,578 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $4,657 | $0 |
| Empower Financial Services,Inc. | NONE | $2,105 | not reported in the loaded dataset |