Shepherd Of The Valley Lutheran Home And Retirement Center Caf Plan — Form 5500 plan (Shepherd Of The Valley Lutheran Retirement Services, Inc.)
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, Shepherd Of The Valley Lutheran Home And Retirement Center Caf Plan is a benefit plan reported by Shepherd Of The Valley Lutheran Retirement Services, Inc. under EIN 34-1147594 and plan number 501. The latest loaded filing year is 2023. The filing reports 443 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shepherd Of The Valley Lutheran Retirement Services, Inc.
- EIN
- 34-1147594
- Plan number
- 501
- Plan type
- 2
- Location
- Austintown, OH
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | C | 20240613153515NAL0049380656001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Insurance Co. Dba Anthem | NONE | $0 | $219,983 | 2023 |
| Community Insurance Co. Dba Anthem | NONE | $77,579 | not reported in the loaded dataset | 2023 |
| The James B Oswald Company | not reported in the loaded dataset | $0 | $52,882 | 2023 |