2023 Form 5500 filing — Thrivent Individual Pension Account 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 20241009092530NAL0010475075001) for Thrivent Individual Pension Account Plan, reported by Thrivent Financial For Lutherans under EIN 39-0123480 and plan number 001. It reports 10,499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092530NAL0010475075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thrivent Financial For Lutherans
- EIN
- 39-0123480
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 10,499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,246,266,502
- Total liabilities (EOY)
- $11,494,886
- Net assets (EOY)
- $1,234,771,616
- Total income / additions
- $162,760,441
- Benefits paid
- $64,164,266
- Administrative expenses
- $8,860,155
- Total expenses
- $73,024,421
- Net increase / (decrease)
- $89,736,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $409,700 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $347,934 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $121,664 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $93,523 | not reported in the loaded dataset |
| Callan Associates | NONE | $34,082 | not reported in the loaded dataset |