Back to filter
Original filing (PDF)20230914160552NAL0016649843001
IMMANUEL LUTHERAN CORPORATION
Form 5500
FILING_RECEIVED
IMMANUEL LUTHERAN 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMMANUEL LUTHERAN CORPORATION.
Plan sponsor
Name
IMMANUEL LUTHERAN CORPORATION
EIN
81-0247706
Address
185 CRESTLINE AVENUE · KALISPELL, MT · 59901
Phone
(406) 752-9246
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-11-15
Filed
2023-09-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | — | KALISPELL, MT | NONE | $29K | — |
| DIGITAL RETIREMENT SOLUTIONS, INC. | 84-1477138 | — | NONE | $7K | — |
| MATRIX FINANCIAL SOLUTIONS, INC. | 20-1591048 | — | NONE | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using D.A. DAVIDSON & CO.
OEI, INC.
OLSSON, INC. 401(K) PROFIT SHARING PLAN
$276.6M · 2,076 participants
BAIRD HOLM LLP
BAIRD HOLM LLP PROFIT SHARING PLAN
$109.5M · 168 participants
CAMPBELL SCIENTIFIC, INC.
CAMPBELL SCIENTIFIC PROFIT SHARING PLAN
$105.6M · 605 participants
BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH
BOZEMAN HEALTH RETIREMENT PLAN
$99.1M · 1,792 participants
COWLES COMPANY
COWLES COMPANY RETIREMENT PLAN
$87.1M · 90 participants
FARMERS MUTUAL INSURANCE CO. OF NE
FARMERS MUTUAL 401(K) SAVINGS PLAN
$81.4M · 341 participants
Similar-size Health Care & Social Assistance plans
GOOD HEART HOSPICE, LLC
GOOD HEART HOSPICE 401(K) PLAN
$0 · 17 participants
VILLAGE MANOR
VILLAGE MANOR 401(K) PLAN
$0
CANYON PARK ADULT LIVING CENTERS , INC.
CANYON PARK ADULTLIVING CENTERS, INC. 401(K) PLAN
$0
CIMINOCARE
CIMINOCARE 401(K) PROFIT SHARING PLAN AND TRUST
$0
COURTLAND MANOR, INC.
COURTLAND MANOR, INC. 401K PROFIT SHARING PLAN
$0
MAGNOLIA ESTATES OF ELBERTON INC.
MAGNOLIA ESTATES OF ELBERTON INC. GCF BENEFIT PLAN
$0
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants