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LUTHERAN HOMES SOCIETY — LUTHERAN HOMES SOCIETY EMPLOYEE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250710115656NAL0015057618001
LUTHERAN HOMES SOCIETY
Form 5500-SF
FILING_RECEIVED
LUTHERAN HOMES SOCIETY EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
222
Accounts w/ balance
74
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LUTHERAN HOMES SOCIETY
.
Find decision makers
Plan sponsor
Name
LUTHERAN HOMES SOCIETY
DBA
LUTHERAN LIVI
EIN
42-0698201
Address
2421 LUTHERAN DRIVE · MUSCATINE, IA · 527619392
Phone
—
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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KIVEL CAMPUS OF CARE
KIVEL CAMPUS OF CARE EMPLOYEES' TAX-DEFERRED ANNUITY PROGRAM
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 49 participants
OGEECHEE AREA HOSPICE, INC.
OGEECHEE AREA HOSPICE, INC. RETIREMENT PLAN
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