Original filing (PDF)20250919144429NAL0003697394001

LUTHERAN SOCIAL SERVICES GROUP INC.

Name: LUTHERAN SOCIAL SERVICES GROUP INC. — YOURWAY HRA BENEFIT PLAN OF LUTHERAN SOCIAL SERVICES GROUP INC., Form 5500 (2024)
Creator: LUTHERAN SOCIAL SERVICES GROUP INC.

Form 5500-SF

FILING_RECEIVED

YOURWAY HRA BENEFIT PLAN OF LUTHERAN SOCIAL SERVICES GROUP INC.

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTHERAN SOCIAL SERVICES GROUP INC..

Plan sponsor

Name

LUTHERAN SOCIAL SERVICES GROUP INC.

EIN

16-1548940

Address

715 FALCONER ST · JAMESTOWN, NY · 14701

Phone

(716) 665-8147

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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