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 Home & Harwood Place 403(B) Plan is a benefit plan reported by Lutheranliving Services, Inc. under EIN 39-0807205 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $13,939,523 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,939,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,939,523
- Net assets (BOY)
- $12,270,504
Income & contributions
- Employer contributions
- $239,727
- Participant contributions
- $777,332
- Total contributions
- $1,124,215
- Total income / additions
- $2,886,579
Expenses & distributions
- Benefits paid
- $1,162,877
- Administrative expenses
- $52,906
- Total expenses
- $1,217,560
- Net increase / (decrease)
- $1,669,019