Lutheran Retirement Ministries Employees' Retirement Plan And Trust — Form 5500 plan (Lutheran Retirement Ministries Of Alamance County, North Carolina)
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 Retirement Ministries Employees' Retirement Plan And Trust is a benefit plan reported by Lutheran Retirement Ministries Of Alamance County, North Carolina under EIN 56-1270984 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $10,876,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lutheran Retirement Ministries Of Alamance County, North Carolina
- EIN
- 56-1270984
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, NC
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $10,876,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20250714090044NAL0000831617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,876,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,876,252
- Net assets (BOY)
- $8,485,493
Income & contributions
- Employer contributions
- $166
- Participant contributions
- $941,786
- Total contributions
- $966,532
- Total income / additions
- $3,057,967
Expenses & distributions
- Benefits paid
- $605,640
- Administrative expenses
- $61,568
- Total expenses
- $667,208
- Net increase / (decrease)
- $2,390,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $53,698 | $0 | 2023 |
| Nextcapital Group, Inc. | NONE | $6,012 | not reported in the loaded dataset | 2023 |
| Mesirow | NONE | $1,858 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lutheran Retirement Ministries Of Alamance County, North Carolina
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Burlington, NC
- Ascensus LLC — Schedule C compensation
- Nextcapital Group, Inc. — Schedule C compensation
- Mesirow — Schedule C compensation