How big is Lumity's plan?

Lumity's plan reported $353K in assets and 11 participants for 2024.

Original filing (PDF)20251008172043NAL0006183681001

Lumity

Name: Lumity — Lumity 403(b) TDA Plan, Form 5500 (2024)
Creator: Lumity
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumity 403(b) TDA Plan

403(b) retirement plan · Lumity's Lumity 403(b) TDA Plan held $353K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

People on this filing

KARA Kennedy signed Lumity's 2024 Form 5500 as plan administrator.

KARA Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lumity's EIN is 36-3547903.

EIN 36-3547903

Plan number 001

Plan year 2024

ACK ID 20251008172043NAL0006183681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lumity from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lumity's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUMITY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

LUMITY

EIN

all filings

Address

1132 S WABASH AVE STE 400 · CHICAGO, IL · 606052326

Phone

(312) 372-4872

Industry

Other Services (ex. Public Admin)

Plan administrator