Plan5500

Lutheran Social Services Tax Deferred Annuity Plan — Form 5500 plan (Lutheran Social Services Of Wisconsin And Upper Michigan)

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 Social Services Tax Deferred Annuity Plan is a benefit plan reported by Lutheran Social Services Of Wisconsin And Upper Michigan under EIN 39-0816846 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,101 participants and $25,101,369 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lutheran Social Services Of Wisconsin And Upper Michigan
EIN
39-0816846
Plan number
001
Plan type
2
Location
West Allis, WI
Latest filing year
2023
Participants
1,101
End-of-year plan assets
$25,101,369

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,101H, C20241008111218NAL0009578467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,101,369
Total liabilities (EOY)
$0
Net assets (EOY)
$25,101,369
Net assets (BOY)
$21,305,747

Income & contributions

Employer contributions
$504,421
Participant contributions
$1,799,347
Total contributions
$2,327,090
Total income / additions
$6,022,935

Expenses & distributions

Benefits paid
$2,141,276
Administrative expenses
$84,674
Total expenses
$2,227,313
Net increase / (decrease)
$3,795,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$84,674$02023
Global Retirement Partners LLCSERVICE PROVIDER$0$22,7632023

Related Form 5500 pages