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LUTHER CARE SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameLUTHER CARE SERVICES RETIREMENT PLAN
Plan identification number 001

LUTHER CARE SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUTHER CARE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LUTHER CARE SERVICES
Employer identification number (EIN):510204853
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHER CARE SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01NICHOLAS MILLER2021-04-29 NICHOLAS MILLER2021-04-29
0012019-01-01NICHOLAS MILLER2020-08-03 NICHOLAS MILLER2020-08-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01NICK MILLER NICK MILLER2013-10-14
0012011-01-01NICK MILLER NICK MILLER2012-10-12
0012010-01-01DENNY GARLAND DENNY GARLAND2011-10-14
0012009-01-01DENNY GARLAND DENNY GARLAND2010-10-15

Plan Statistics for LUTHER CARE SERVICES RETIREMENT PLAN

401k plan membership statisitcs for LUTHER CARE SERVICES RETIREMENT PLAN

Measure Date Value
2020: LUTHER CARE SERVICES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LUTHER CARE SERVICES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-01197
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01229
Number of participants with account balances2019-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: LUTHER CARE SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01254
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LUTHER CARE SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LUTHER CARE SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01219
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LUTHER CARE SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01218
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01225
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LUTHER CARE SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01216
Number of participants with account balances2013-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUTHER CARE SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01232
Number of participants with account balances2012-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LUTHER CARE SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LUTHER CARE SERVICES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01194
Total number of active participants reported on line 7a of the Form 55002010-01-01195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01209
Number of participants with account balances2010-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LUTHER CARE SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01178
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01198
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LUTHER CARE SERVICES RETIREMENT PLAN

Measure Date Value
2020 : LUTHER CARE SERVICES RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$513,080
Total of all expenses incurred2020-12-31$3,501,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,488,182
Expenses. Certain deemed distributions of participant loans2020-12-31$6,330
Value of total corrective distributions2020-12-31$1,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$348,500
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$2,988,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,334
Total interest from all sources2020-12-31$9,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$224,203
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$95,985
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,988,843
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,988,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,335,881
Interest on participant loans2020-12-31$5,128
Interest earned on other investments2020-12-31$4,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$556,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$154,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$118,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,488,182
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : LUTHER CARE SERVICES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$928,429
Total income from all sources (including contributions)2019-12-31$928,429
Total of all expenses incurred2019-12-31$322,673
Total of all expenses incurred2019-12-31$322,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$316,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$316,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$550,076
Value of total assets at end of year2019-12-31$2,988,843
Value of total assets at end of year2019-12-31$2,988,843
Value of total assets at beginning of year2019-12-31$2,383,087
Value of total assets at beginning of year2019-12-31$2,383,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,863
Total interest from all sources2019-12-31$19,819
Total interest from all sources2019-12-31$19,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$309,219
Participant contributions at end of year2019-12-31$95,985
Participant contributions at end of year2019-12-31$95,985
Participant contributions at beginning of year2019-12-31$51,307
Participant contributions at beginning of year2019-12-31$51,307
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$83,669
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$83,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$605,756
Value of net income/loss2019-12-31$605,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,988,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,988,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,383,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,863
Investment advisory and management fees2019-12-31$5,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,335,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,335,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,632,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,632,428
Interest on participant loans2019-12-31$4,579
Interest on participant loans2019-12-31$4,579
Interest earned on other investments2019-12-31$15,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$556,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$556,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$580,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$580,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$358,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$358,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$157,188
Contributions received in cash from employer2019-12-31$157,188
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$119,321
Employer contributions (assets) at beginning of year2019-12-31$119,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$316,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$316,810
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : LUTHER CARE SERVICES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$321,477
Total of all expenses incurred2018-12-31$327,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$321,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$397,478
Value of total assets at end of year2018-12-31$2,383,087
Value of total assets at beginning of year2018-12-31$2,389,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,233
Total interest from all sources2018-12-31$21,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$262,021
Participant contributions at end of year2018-12-31$51,307
Participant contributions at beginning of year2018-12-31$32,637
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,415
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,383,087
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,389,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,632,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,608,139
Interest on participant loans2018-12-31$2,236
Interest earned on other investments2018-12-31$19,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$580,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$651,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-97,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$133,109
Employer contributions (assets) at end of year2018-12-31$119,321
Employer contributions (assets) at beginning of year2018-12-31$97,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$321,659
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : LUTHER CARE SERVICES RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$559,098
Total of all expenses incurred2017-12-31$150,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$144,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$314,728
Value of total assets at end of year2017-12-31$2,389,502
Value of total assets at beginning of year2017-12-31$1,981,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,317
Total interest from all sources2017-12-31$21,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$217,106
Participant contributions at end of year2017-12-31$32,637
Participant contributions at beginning of year2017-12-31$23,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$408,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,389,502
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,981,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,608,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,209,440
Interest on participant loans2017-12-31$1,667
Interest earned on other investments2017-12-31$19,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$651,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$668,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$223,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$97,622
Employer contributions (assets) at end of year2017-12-31$97,622
Employer contributions (assets) at beginning of year2017-12-31$80,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$144,397
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : LUTHER CARE SERVICES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$413,727
Total of all expenses incurred2016-12-31$1,061,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,052,122
Value of total corrective distributions2016-12-31$609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$266,107
Value of total assets at end of year2016-12-31$1,981,118
Value of total assets at beginning of year2016-12-31$2,629,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,895
Total interest from all sources2016-12-31$46,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$181,819
Participant contributions at end of year2016-12-31$23,180
Participant contributions at beginning of year2016-12-31$25,928
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$7,290
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-647,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,981,118
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,629,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,209,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,552,896
Interest on participant loans2016-12-31$2,039
Interest earned on other investments2016-12-31$44,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$668,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$952,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$80,179
Employer contributions (assets) at end of year2016-12-31$80,179
Employer contributions (assets) at beginning of year2016-12-31$90,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,052,122
Contract administrator fees2016-12-31$8,895
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : LUTHER CARE SERVICES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$306,548
Total of all expenses incurred2015-12-31$373,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$359,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$296,242
Value of total assets at end of year2015-12-31$2,629,017
Value of total assets at beginning of year2015-12-31$2,695,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,594
Total interest from all sources2015-12-31$32,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$205,824
Participant contributions at end of year2015-12-31$25,928
Participant contributions at beginning of year2015-12-31$30,871
Participant contributions at end of year2015-12-31$7,290
Participant contributions at beginning of year2015-12-31$6,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-66,568
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,629,017
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,695,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,552,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,550,319
Interest on participant loans2015-12-31$2,673
Interest earned on other investments2015-12-31$29,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$952,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,002,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,162
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$90,418
Employer contributions (assets) at end of year2015-12-31$90,418
Employer contributions (assets) at beginning of year2015-12-31$105,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$359,522
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : LUTHER CARE SERVICES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$463,021
Total of all expenses incurred2014-12-31$548,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$534,869
Value of total corrective distributions2014-12-31$941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$347,891
Value of total assets at end of year2014-12-31$2,695,585
Value of total assets at beginning of year2014-12-31$2,780,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,286
Total interest from all sources2014-12-31$40,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$227,430
Participant contributions at end of year2014-12-31$30,871
Participant contributions at beginning of year2014-12-31$69,109
Participant contributions at end of year2014-12-31$6,682
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-85,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,695,585
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,780,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,550,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,559,923
Interest on participant loans2014-12-31$6,741
Interest earned on other investments2014-12-31$33,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,002,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,067,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$105,483
Employer contributions (assets) at end of year2014-12-31$105,483
Employer contributions (assets) at beginning of year2014-12-31$83,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$534,869
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : LUTHER CARE SERVICES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$535,162
Total of all expenses incurred2013-12-31$183,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$144,820
Expenses. Certain deemed distributions of participant loans2013-12-31$22,233
Value of total corrective distributions2013-12-31$1,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$288,910
Value of total assets at end of year2013-12-31$2,780,660
Value of total assets at beginning of year2013-12-31$2,429,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,713
Total interest from all sources2013-12-31$42,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$201,642
Participant contributions at end of year2013-12-31$69,109
Participant contributions at beginning of year2013-12-31$129,295
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$351,388
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,780,660
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,429,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,559,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,398,226
Interest on participant loans2013-12-31$6,065
Interest earned on other investments2013-12-31$36,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,067,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$827,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$203,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$84,113
Employer contributions (assets) at end of year2013-12-31$83,965
Employer contributions (assets) at beginning of year2013-12-31$74,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$144,820
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : LUTHER CARE SERVICES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$450,251
Total of all expenses incurred2012-12-31$259,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$240,580
Value of total corrective distributions2012-12-31$1,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$290,843
Value of total assets at end of year2012-12-31$2,429,272
Value of total assets at beginning of year2012-12-31$2,238,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,708
Total interest from all sources2012-12-31$25,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$202,752
Participant contributions at end of year2012-12-31$129,295
Participant contributions at beginning of year2012-12-31$153,426
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$719
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,588
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$190,333
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,429,272
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,238,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,398,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,249,610
Interest on participant loans2012-12-31$9,367
Interest earned on other investments2012-12-31$15,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$827,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$774,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$134,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$74,503
Employer contributions (assets) at end of year2012-12-31$74,503
Employer contributions (assets) at beginning of year2012-12-31$60,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$240,580
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DENMAN & COMPANY LLP
Accountancy firm EIN2012-12-31420794029
2011 : LUTHER CARE SERVICES RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$276,674
Total of all expenses incurred2011-12-31$229,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$211,895
Value of total corrective distributions2011-12-31$1,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$270,651
Value of total assets at end of year2011-12-31$2,238,939
Value of total assets at beginning of year2011-12-31$2,191,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,272
Total interest from all sources2011-12-31$26,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$198,688
Participant contributions at end of year2011-12-31$153,426
Participant contributions at beginning of year2011-12-31$74,172
Participant contributions at end of year2011-12-31$719
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,666
Total non interest bearing cash at end of year2011-12-31$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$47,454
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,238,939
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,191,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,249,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,439,275
Interest on participant loans2011-12-31$7,056
Interest earned on other investments2011-12-31$19,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$774,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$609,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$60,297
Employer contributions (assets) at end of year2011-12-31$60,297
Employer contributions (assets) at beginning of year2011-12-31$68,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$211,895
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DENMAN & COMPANY LLP
Accountancy firm EIN2011-12-31420794029
2010 : LUTHER CARE SERVICES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$434,901
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$117,443
Value of total corrective distributions2010-12-31$575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$301,391
Value of total assets at end of year2010-12-31$2,191,485
Value of total assets at beginning of year2010-12-31$1,890,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,939
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$219,149
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$218,493
Participant contributions at end of year2010-12-31$74,172
Participant contributions at beginning of year2010-12-31$90,814
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$180
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$300,944
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,191,485
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,890,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,643,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,222,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$406,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$503,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$133,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$68,091
Employer contributions (assets) at end of year2010-12-31$68,091
Employer contributions (assets) at beginning of year2010-12-31$73,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$117,443
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DENMAN & COMPANY LLP
Accountancy firm EIN2010-12-31420794029
2009 : LUTHER CARE SERVICES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LUTHER CARE SERVICES RETIREMENT PLAN

2020: LUTHER CARE SERVICES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUTHER CARE SERVICES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: LUTHER CARE SERVICES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUTHER CARE SERVICES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUTHER CARE SERVICES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUTHER CARE SERVICES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUTHER CARE SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUTHER CARE SERVICES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUTHER CARE SERVICES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUTHER CARE SERVICES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUTHER CARE SERVICES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $891
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $891
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 1
Insurance contract or identification number694794
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 2
Insurance contract or identification number694794
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 1
Insurance contract or identification number0002182285
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,194
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 2
Insurance contract or identification number694794
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 1
Insurance contract or identification number0002182285
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,548
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Health Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $3,282
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLON FRIESTH
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,509
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Health Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $5,509
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberA00001424F
Policy instance 4
Insurance contract or identification numberA00001424F
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $295
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $295
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLOWELL WHISLER
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLON FRIESTH
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameLON FRIESTH
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number0002182285
Policy instance 4
Insurance contract or identification number0002182285
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $274
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $274
Insurance broker organization code?3
Insurance broker nameLOWELL WHISLER
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Number of Individuals Covered43
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Health Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $7,321
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Number of Individuals Covered46
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $13,149
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number0002182285
Policy instance 4
Insurance contract or identification number0002182285
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,196
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $1,196
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLOWELL WHISLER
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Commission paid to Insurance BrokerUSD $12
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLON FRIESTH
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,266
Total amount of fees paid to insurance companyUSD $0
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $0
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number0002182285
Policy instance 4
Insurance contract or identification number0002182285
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $523
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberA00001424F
Policy instance 4
Insurance contract or identification numberA00001424F
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $829
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $829
Insurance broker nameLOWELL WHISLER
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number694794
Policy instance 3
Insurance contract or identification number694794
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $536
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $536
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDUANE NORDQUIST
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number0002182285
Policy instance 2
Insurance contract or identification number0002182285
Number of Individuals Covered56
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,781
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $19,781
Insurance broker organization code?3
Insurance broker nameERIC W RAASCH
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC2782538
Policy instance 1
Insurance contract or identification numberC2782538
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $523
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?3
Amount paid for insurance broker fees523
Additional information about fees paid to insurance brokerINVESTMENT FEES
Insurance broker nameTHRIVENT FINANCIAL FOR LUTHERANS

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