403(B) Thrift Plan For Employees Of Lutheran Social Ministries Of Maryland, Inc. — Form 5500 plan (Lutheran Social Ministries Of Maryland, 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, 403(B) Thrift Plan For Employees Of Lutheran Social Ministries Of Maryland, Inc. is a benefit plan reported by Lutheran Social Ministries Of Maryland, Inc. under EIN 83-2095898 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,157 participants and $17,195,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lutheran Social Ministries Of Maryland, Inc.
EIN
83-2095898
Plan number
001
Plan type
2
Location
Westminster, MD
Latest filing year
2023
Participants
1,157
End-of-year plan assets
$17,195,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,157H, C20250411093535NAL0023133313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,195,703
Total liabilities (EOY)
$0
Net assets (EOY)
$17,195,703
Net assets (BOY)
$14,837,354

Income & contributions

Employer contributions
$415,811
Participant contributions
$755,596
Total contributions
$1,452,402
Total income / additions
$3,542,564

Expenses & distributions

Benefits paid
$1,173,592
Administrative expenses
$10,623
Total expenses
$1,184,215
Net increase / (decrease)
$2,358,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$5,677$02023

Related Form 5500 pages