Plan5500

Luminate Home Loans Retirement Plan — Form 5500 plan (Luminate Home Loans, 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, Luminate Home Loans Retirement Plan is a benefit plan reported by Luminate Home Loans, Inc. under EIN 41-1941324 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $18,565,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Luminate Home Loans, Inc.
EIN
41-1941324
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
332
End-of-year plan assets
$18,565,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20241010094346NAL0020775169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,565,190
Total liabilities (EOY)
$0
Net assets (EOY)
$18,565,190
Net assets (BOY)
$8,143,363

Income & contributions

Employer contributions
$1,358,650
Participant contributions
$3,448,550
Total contributions
$9,901,150
Total income / additions
$12,085,972

Expenses & distributions

Benefits paid
$1,599,707
Administrative expenses
$64,438
Total expenses
$1,664,145
Net increase / (decrease)
$10,421,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,778not reported in the loaded dataset2023
Great Valley Advisor GroupADVISOR$26,849not reported in the loaded dataset2023
Strategic AdvisorsADVISOR$4,812not reported in the loaded dataset2023

Related Form 5500 pages