Lutheran Homes Of Oconomowoc Retirement Plan — Form 5500 plan (Lutheran Homes Of Oconomowoc, 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, Lutheran Homes Of Oconomowoc Retirement Plan is a benefit plan reported by Lutheran Homes Of Oconomowoc, Inc. under EIN 39-0845016 and plan number 003. The latest loaded filing year is 2023. The filing reports 440 participants and $14,656,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Homes Of Oconomowoc, Inc.
- EIN
- 39-0845016
- Plan number
- 003
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $14,656,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20240711175200NAL0010710915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,656,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,656,346
- Net assets (BOY)
- $12,710,238
Income & contributions
- Employer contributions
- $326,604
- Participant contributions
- $683,739
- Total contributions
- $1,062,150
- Total income / additions
- $3,074,840
Expenses & distributions
- Benefits paid
- $1,065,138
- Administrative expenses
- $63,594
- Total expenses
- $1,128,732
- Net increase / (decrease)
- $1,946,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $39,522 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $12,459 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | NONE | $11,508 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Homes Of Oconomowoc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oconomowoc, WI
- Stancorp Financial Group — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation