Lorena Brumfield signed Lutheran Services Florida Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Services Florida Inc.'s EIN is 59-2198911.
Download the official 2024 Form 5500 (PDF) for Lutheran Services Florida Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Services Florida Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY FIRST LLC | 20-5582309 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $22.6M | 95.6% | |
| Jpmorgan Smartret Blnd 2030 R6 | Other securities | — | — | $4.2M | 17.9% | |
| Jpmorgan Smartret Blnd 2035 R6 | Other securities | — | — | $3.8M | 16.1% | |
| Jpmorgan Smartret Blnd 2045 R6 | Other securities | — | — | $2.5M | 10.6% | |
| Jpmorgan Smartret Blnd 2040 R6 | Other securities | — | — | $2.4M | 10.2% | |
| Jpmorgan Smartret Blnd 2055 R6 | Other securities | — | — | $1.8M | 7.6% | |
| Jpmorgan Smartret Blnd 2025 R6 | Other securities | — | — | $1.6M | 6.8% | |
| Jpmorgan Smartret Blnd 2060 R6 | Other securities | — | — | $1.6M | 6.7% | |
| Jpmorgan Smartret Blnd 2050 R6 | Other securities | — | — | $1.6M | 6.6% | |
| Jpmorgan Smartret Blnd 2020 R6 | Other securities | — | — | $1.3M | 5.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $754K | 3.2% | |
| PARTICIPANTS LOANS 4.5% TO 9.5% 0 | Bonds / Notes | — | — | $677K | 2.9% | |
| AUL Stable Value Account | Stable Value | — | — | $355K | 1.5% | |
| Jpmorgan Large Cap Growth R6 | Other securities | — | — | $260K | 1.1% | |
| Jpmorgan Smartret Blnd 2065 R6 | Other securities | — | — | $169K | 0.7% | |
| Vanguard Windsor II Admiral | Mutual Funds | — | — | $102K | 0.4% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $98K | 0.4% | |
| Vanguard Smcap Value Idx Adm | Common Collective Trusts | — | — | $87K | 0.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $77K | 0.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $65K | 0.3% | |
| Invesco Smcap Grth R6 | Mutual Funds | — | — | $64K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $61K | 0.3% | |
| Vanguard Total Int Stk Idx Adm | Common Collective Trusts | — | — | $38K | 0.2% | |
| Fidelity Inv MM Fds Gov Instl | Mutual Funds | — | — | $37K | 0.2% | |
| MFS Intl Growth R6 | Mutual Funds | — | — | $28K | 0.1% | |
| Jpmorgan Smartret Blnd Inc R6 | Common Stocks | — | — | $5K | <0.1% |
