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LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameLUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN
Plan identification number 001

LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN, INC.
Employer identification number (EIN):390816846
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATTI KROBER
0012016-01-01PATTI KROBER
0012015-01-01PATTI KROBER
0012014-01-01PATTI WILLIAMS
0012013-01-01PATTI WILLIAMS
0012012-01-01PATTI WILLIAMS
0012011-01-01SUSAN DOWD
0012010-01-01SUSAN DOWD
0012009-01-01 SUSAN DOWD2010-10-11
0012009-01-01SUSAN DOWD

Plan Statistics for LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,042
Total number of active participants reported on line 7a of the Form 55002022-01-01767
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01327
Total of all active and inactive participants2022-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,101
Number of participants with account balances2022-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01157
2021: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,434
Total number of active participants reported on line 7a of the Form 55002021-01-01756
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01278
Total of all active and inactive participants2021-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,042
Number of participants with account balances2021-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01144
2020: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,375
Total number of active participants reported on line 7a of the Form 55002020-01-01811
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01623
Total of all active and inactive participants2020-01-011,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,434
Number of participants with account balances2020-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0176
2019: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,093
Total number of active participants reported on line 7a of the Form 55002019-01-01898
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01477
Total of all active and inactive participants2019-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,375
Number of participants with account balances2019-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,143
Total number of active participants reported on line 7a of the Form 55002018-01-01820
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01273
Total of all active and inactive participants2018-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,093
Number of participants with account balances2018-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,199
Total number of active participants reported on line 7a of the Form 55002017-01-01829
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01306
Total of all active and inactive participants2017-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,143
Number of participants with account balances2017-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,304
Total number of active participants reported on line 7a of the Form 55002016-01-01924
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01269
Total of all active and inactive participants2016-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,199
Number of participants with account balances2016-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,289
Total number of active participants reported on line 7a of the Form 55002015-01-01983
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01318
Total of all active and inactive participants2015-01-011,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,304
Number of participants with account balances2015-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,355
Total number of active participants reported on line 7a of the Form 55002014-01-01975
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01310
Total of all active and inactive participants2014-01-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,289
Number of participants with account balances2014-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,453
Total number of active participants reported on line 7a of the Form 55002013-01-011,018
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01332
Total of all active and inactive participants2013-01-011,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,355
Number of participants with account balances2013-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,737
Total number of active participants reported on line 7a of the Form 55002012-01-011,136
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01307
Total of all active and inactive participants2012-01-011,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,453
Number of participants with account balances2012-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,028
Total number of active participants reported on line 7a of the Form 55002011-01-011,447
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01283
Total of all active and inactive participants2011-01-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,737
Number of participants with account balances2011-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,954
Total number of active participants reported on line 7a of the Form 55002010-01-011,772
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01252
Total of all active and inactive participants2010-01-012,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-012,028
Number of participants with account balances2010-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01841
Total number of active participants reported on line 7a of the Form 55002009-01-011,734
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01218
Total of all active and inactive participants2009-01-011,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,954
Number of participants with account balances2009-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,827,115
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,652,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,568,093
Expenses. Certain deemed distributions of participant loans2022-12-31$1,302
Value of total corrective distributions2022-12-31$2,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,423,285
Value of total assets at end of year2022-12-31$21,305,747
Value of total assets at beginning of year2022-12-31$24,785,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,438
Total interest from all sources2022-12-31$6,102
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,260,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,260,326
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,506,036
Participant contributions at end of year2022-12-31$61,202
Participant contributions at beginning of year2022-12-31$66,374
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$618,369
Other income not declared elsewhere2022-12-31$-87
Administrative expenses (other) incurred2022-12-31$80,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,479,736
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,305,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,785,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,845,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,280,043
Interest on participant loans2022-12-31$2,294
Interest earned on other investments2022-12-31$3,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$399,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$439,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,516,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$298,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,568,093
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER, TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,078,713
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,141,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,039,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,910,794
Value of total assets at end of year2021-12-31$24,785,483
Value of total assets at beginning of year2021-12-31$21,848,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,511
Total interest from all sources2021-12-31$6,324
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$960,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$960,891
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,312,765
Participant contributions at end of year2021-12-31$66,374
Participant contributions at beginning of year2021-12-31$58,944
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$403,877
Other income not declared elsewhere2021-12-31$12,899
Administrative expenses (other) incurred2021-12-31$102,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,936,853
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,785,483
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,848,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,280,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,465,623
Interest on participant loans2021-12-31$2,722
Interest earned on other investments2021-12-31$3,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$439,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$324,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,187,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$194,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,039,349
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER, TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,384,517
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$795,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$716,231
Expenses. Certain deemed distributions of participant loans2020-12-31$16,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,308,615
Value of total assets at end of year2020-12-31$21,848,630
Value of total assets at beginning of year2020-12-31$18,259,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,283
Total interest from all sources2020-12-31$4,487
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$664,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$664,675
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,075,780
Participant contributions at end of year2020-12-31$58,944
Participant contributions at beginning of year2020-12-31$24,914
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,644
Other income not declared elsewhere2020-12-31$25,620
Administrative expenses (other) incurred2020-12-31$62,283
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$3,589,438
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,848,630
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,259,192
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,465,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,187,297
Interest on participant loans2020-12-31$2,005
Interest earned on other investments2020-12-31$2,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$324,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$46,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,381,120
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$231,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$716,231
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER, TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,766,019
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,991,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,929,179
Expenses. Certain deemed distributions of participant loans2019-12-31$1,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,307,274
Value of total assets at end of year2019-12-31$18,259,192
Value of total assets at beginning of year2019-12-31$15,484,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,123
Total interest from all sources2019-12-31$2,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$703,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$703,448
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$994,888
Participant contributions at end of year2019-12-31$24,914
Participant contributions at beginning of year2019-12-31$53,035
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$104,493
Other income not declared elsewhere2019-12-31$-2,203
Administrative expenses (other) incurred2019-12-31$60,123
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$2,774,928
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,259,192
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,484,264
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,187,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,386,389
Interest on participant loans2019-12-31$1,778
Interest earned on other investments2019-12-31$773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$46,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$44,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,754,949
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$207,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,929,179
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER, TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$459,649
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,560,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,484,951
Expenses. Certain deemed distributions of participant loans2018-12-31$26,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$926,320
Value of total assets at end of year2018-12-31$15,484,264
Value of total assets at beginning of year2018-12-31$18,584,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,753
Total interest from all sources2018-12-31$429
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$800,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$800,595
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 period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$904,240
Participant contributions at end of year2018-12-31$53,035
Participant contributions at beginning of year2018-12-31$146,381
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$901
Other income not declared elsewhere2018-12-31$860
Administrative expenses (other) incurred2018-12-31$48,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,100,703
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,484,264
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,584,967
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,386,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,778,003
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$659,664
Interest on participant loans2018-12-31$245
Interest earned on other investments2018-12-31$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$44,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,276,529
Net investment gain/loss from pooled separate accounts2018-12-31$7,974
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,484,951
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,606,705
Total of all expenses incurred2017-12-31$1,553,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,489,691
Expenses. Certain deemed distributions of participant loans2017-12-31$7,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$846,759
Value of total assets at end of year2017-12-31$18,584,967
Value of total assets at beginning of year2017-12-31$16,532,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,222
Total interest from all sources2017-12-31$1,404
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$298,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$298,152
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$792,596
Participant contributions at end of year2017-12-31$146,381
Participant contributions at beginning of year2017-12-31$164,340
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$784
Administrative expenses (other) incurred2017-12-31$56,222
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$2,052,862
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,584,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,532,105
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$17,778,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,457,290
Value of interest in pooled separate accounts at end of year2017-12-31$659,664
Value of interest in pooled separate accounts at beginning of year2017-12-31$909,673
Interest on participant loans2017-12-31$1,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,449,856
Net investment gain/loss from pooled separate accounts2017-12-31$10,534
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,489,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,328,249
Total of all expenses incurred2016-12-31$2,536,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,477,208
Expenses. Certain deemed distributions of participant loans2016-12-31$3,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,064,844
Value of total assets at end of year2016-12-31$16,532,105
Value of total assets at beginning of year2016-12-31$16,740,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,583
Total interest from all sources2016-12-31$996
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$247,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$247,590
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$771,357
Participant contributions at end of year2016-12-31$164,340
Participant contributions at beginning of year2016-12-31$212,086
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$293,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$569
Administrative expenses (other) incurred2016-12-31$56,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-208,553
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,532,105
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,740,658
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$15,457,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,601,659
Value of interest in pooled separate accounts at end of year2016-12-31$909,673
Value of interest in pooled separate accounts at beginning of year2016-12-31$925,785
Interest earned on other investments2016-12-31$996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,001,598
Net investment gain/loss from pooled separate accounts2016-12-31$13,221
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,477,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,142,016
Total of all expenses incurred2015-12-31$2,376,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,313,594
Expenses. Certain deemed distributions of participant loans2015-12-31$6,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$830,075
Value of total assets at end of year2015-12-31$16,740,658
Value of total assets at beginning of year2015-12-31$17,975,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,215
Total interest from all sources2015-12-31$948
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$305,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$305,962
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$755,270
Participant contributions at end of year2015-12-31$212,086
Participant contributions at beginning of year2015-12-31$212,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$484
Administrative expenses (other) incurred2015-12-31$56,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,234,778
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,740,658
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,975,436
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,601,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,544,756
Value of interest in pooled separate accounts at end of year2015-12-31$925,785
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,217,149
Interest on participant loans2015-12-31$947
Interest earned on other investments2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$12,352
Net investment gain/loss from pooled separate accounts2015-12-31$-7,321
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,313,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,829,238
Total of all expenses incurred2014-12-31$2,743,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,690,031
Expenses. Certain deemed distributions of participant loans2014-12-31$31,674
Value of total corrective distributions2014-12-31$61
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$754,463
Value of total assets at end of year2014-12-31$17,975,436
Value of total assets at beginning of year2014-12-31$18,889,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,572
Total interest from all sources2014-12-31$960
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$308,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$308,510
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$705,177
Participant contributions at end of year2014-12-31$212,921
Participant contributions at beginning of year2014-12-31$197,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$570
Administrative expenses (other) incurred2014-12-31$21,572
Total non interest bearing cash at beginning of year2014-12-31$2,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-914,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,975,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,889,536
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,544,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,117,457
Value of interest in pooled separate accounts at end of year2014-12-31$1,217,149
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,571,937
Interest on participant loans2014-12-31$957
Interest earned on other investments2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$734,468
Net investment gain/loss from pooled separate accounts2014-12-31$30,837
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,690,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,787,202
Total of all expenses incurred2013-12-31$3,127,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,092,286
Expenses. Certain deemed distributions of participant loans2013-12-31$15,476
Value of total corrective distributions2013-12-31$1,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$725,934
Value of total assets at end of year2013-12-31$18,889,536
Value of total assets at beginning of year2013-12-31$18,230,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,530
Total interest from all sources2013-12-31$4,034
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$262,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$262,461
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$707,035
Participant contributions at end of year2013-12-31$197,127
Participant contributions at beginning of year2013-12-31$169,550
Participant contributions at beginning of year2013-12-31$31,771
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$480
Administrative expenses (other) incurred2013-12-31$18,530
Total non interest bearing cash at end of year2013-12-31$2,067
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$659,250
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,889,536
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,230,286
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,117,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,148,197
Value of interest in pooled separate accounts at end of year2013-12-31$1,571,937
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,871,176
Interest on participant loans2013-12-31$4,030
Interest earned on other investments2013-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,824,253
Net investment gain/loss from pooled separate accounts2013-12-31$-29,480
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,613
Employer contributions (assets) at beginning of year2013-12-31$8,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,092,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,374,332
Total of all expenses incurred2012-12-31$3,463,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,444,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,212,409
Value of total assets at end of year2012-12-31$18,230,286
Value of total assets at beginning of year2012-12-31$18,319,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,578
Total interest from all sources2012-12-31$7,619
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$263,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$263,084
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$943,479
Participant contributions at end of year2012-12-31$169,550
Participant contributions at beginning of year2012-12-31$222,728
Participant contributions at end of year2012-12-31$31,771
Participant contributions at beginning of year2012-12-31$57
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$504
Administrative expenses (other) incurred2012-12-31$19,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-89,451
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,230,286
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,319,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,148,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,130,629
Value of interest in pooled separate accounts at end of year2012-12-31$1,871,176
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,965,398
Interest on participant loans2012-12-31$7,617
Interest earned on other investments2012-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,825,551
Net investment gain/loss from pooled separate accounts2012-12-31$65,669
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$247,082
Employer contributions (assets) at end of year2012-12-31$8,738
Employer contributions (assets) at beginning of year2012-12-31$57
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,444,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,458,863
Total of all expenses incurred2011-12-31$3,447,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,380,375
Expenses. Certain deemed distributions of participant loans2011-12-31$38,195
Value of total corrective distributions2011-12-31$368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,347,204
Value of total assets at end of year2011-12-31$18,319,737
Value of total assets at beginning of year2011-12-31$20,308,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,626
Total interest from all sources2011-12-31$6,998
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$284,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$284,604
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,035,520
Participant contributions at end of year2011-12-31$222,728
Participant contributions at beginning of year2011-12-31$193,802
Participant contributions at end of year2011-12-31$57
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,166
Administrative expenses (other) incurred2011-12-31$28,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,988,701
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,319,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,308,438
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,130,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,319,688
Value of interest in pooled separate accounts at end of year2011-12-31$1,965,398
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,793,412
Interest on participant loans2011-12-31$6,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-241,593
Net investment gain/loss from pooled separate accounts2011-12-31$61,650
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$311,684
Employer contributions (assets) at end of year2011-12-31$57
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,380,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$42,016
Total income from all sources (including contributions)2010-12-31$4,010,494
Total of all expenses incurred2010-12-31$3,012,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,947,410
Expenses. Certain deemed distributions of participant loans2010-12-31$17,785
Value of total corrective distributions2010-12-31$4,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,677,366
Value of total assets at end of year2010-12-31$20,308,438
Value of total assets at beginning of year2010-12-31$19,268,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,399
Total interest from all sources2010-12-31$6,374
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$281,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$281,402
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,203,291
Participant contributions at end of year2010-12-31$193,802
Participant contributions at beginning of year2010-12-31$120,302
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$149,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,166
Administrative expenses (other) incurred2010-12-31$42,399
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$998,187
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,308,438
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,268,235
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,319,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,728,937
Value of interest in pooled separate accounts at end of year2010-12-31$1,793,412
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,078,835
Interest on participant loans2010-12-31$6,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,988,175
Net investment gain/loss from pooled separate accounts2010-12-31$57,177
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$324,113
Employer contributions (assets) at beginning of year2010-12-31$339,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,947,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BAKER, TILLY, VIRCHOW, KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY 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 LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

2022: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY 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
2018: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F19
Policy instance 1
Insurance contract or identification number664F19
Number of Individuals Covered1101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F19
Policy instance 1
Insurance contract or identification number664F19
Number of Individuals Covered1042
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F19
Policy instance 1
Insurance contract or identification number664F19
Number of Individuals Covered1434
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F19
Policy instance 1
Insurance contract or identification number664F19
Number of Individuals Covered1375
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F19
Policy instance 2
Insurance contract or identification number664F19
Number of Individuals Covered1093
Insurance policy start date2018-10-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-09-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered668
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered647
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered624
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered658
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered695
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered737
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069192
Policy instance 1
Insurance contract or identification numberTT069192
Number of Individuals Covered767
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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