401k Plan data: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN plan

LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN
Plan identification number	504

LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

LUTHERAN FAMILY SERVICES IN THE CAROLINAS has sponsored the creation of one or more 401k plans.

Company Name: LUTHERAN FAMILY SERVICES IN THE CAROLINAS

Employer identification number (EIN): 561286323

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2014-01-01 KIRBY NICKERSON
504 2013-07-01 KIRBY NICKERSON
504 2012-07-01 KIRBY NICKERSON
504 2011-07-01 KIRBY NICKERSON
504 2010-07-01 ANNETTE CONRAD
504 2009-07-01 ANNETTE CONRAD

Plan id#	Filing Submission Date	Name of Administrator
504	2014-01-01	KIRBY NICKERSON
504	2013-07-01	KIRBY NICKERSON
504	2012-07-01	KIRBY NICKERSON
504	2011-07-01	KIRBY NICKERSON
504	2010-07-01	ANNETTE CONRAD
504	2009-07-01	ANNETTE CONRAD

Plan Statistics for LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN

401k plan membership statisitcs for LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN

Measure Date Value
2014: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
2013: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 44
Total of all active and inactive participants 2013-07-01 44
2012: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 47
Total of all active and inactive participants 2012-07-01 47
2011: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 62
Total of all active and inactive participants 2011-07-01 62
2010: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 177
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 196
Number of retired or separated participants receiving benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 197
2009: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 206
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 177
Total of all active and inactive participants 2009-07-01 177

Measure	Date	Value
2014: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
2013: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	44
Total of all active and inactive participants	2013-07-01	44
2012: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	47
Total of all active and inactive participants	2012-07-01	47
2011: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	62
Total of all active and inactive participants	2011-07-01	62
2010: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	177
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	196
Number of retired or separated participants receiving benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	197
2009: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	206
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	177
Total of all active and inactive participants	2009-07-01	177

Form 5500 Responses for LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN

2014: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: LUTHERAN FAMILY SERVICES WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

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Company Name:	LUTHERAN FAMILY SERVICES IN THE CAROLINAS
Employer identification number (EIN):	561286323
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations