Lutheran Seniorlife Employees' Retirement Savings Plan — Form 5500 plan (Lutheran Seniorlife/Passavant Retirement & Health Center)
Plain-English plan 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, Lutheran Seniorlife Employees' Retirement Savings Plan is a benefit plan reported by Lutheran Seniorlife/Passavant Retirement & Health Center under EIN 25-1527666 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,462 participants and $49,055,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Seniorlife/Passavant Retirement & Health Center
- EIN
- 25-1527666
- Plan number
- 002
- Plan type
- 2
- Location
- Mars, PA
- Latest filing year
- 2023
- Participants
- 1,462
- End-of-year plan assets
- $49,055,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,462 | H, C | 20241014210327NAL0047496624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,055,542
- Net assets (EOY)
- $49,055,542
- Net assets (BOY)
- $42,134,614
Income & contributions
- Employer contributions
- $870,232
- Participant contributions
- $2,658,152
- Total contributions
- $3,828,768
- Total income / additions
- $9,991,673
Expenses & distributions
- Benefits paid
- $2,962,419
- Administrative expenses
- $106,286
- Total expenses
- $3,070,745
- Net increase / (decrease)
- $6,920,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $74,909 | $0 | 2023 |
| Alliant Retirement Services LLC | INV MGMT | $30,000 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance | RECORD KEEPER | $294 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Variable Annuity Life Insurance Co | NO RELATIONSHIP | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Seniorlife/Passavant Retirement & Health Center
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mars, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Alliant Retirement Services LLC — Schedule C compensation
- Axa Equitable Life Insurance — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- National Financial Services — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation