401k Plan data: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN plan

THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 401k Plan overview

Plan Name	THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN
Plan identification number	001

THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

LUTHERAN SERVICE SOCIETY OF WESTERN PA. has sponsored the creation of one or more 401k plans.

Company Name: LUTHERAN SERVICE SOCIETY OF WESTERN PA.

Employer identification number (EIN): 250965419

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-06-01 BETSYLYNN MAJZLIK
001 2013-06-01 BETSYLYNN MAJZLIK
001 2012-06-01 BETSYLYNN MAJZLIK
001 2011-06-01 BETSYLYNN MAJZLIK
001 2009-06-01 BETSYLYNN MAJZLIK

Plan id#	Filing Submission Date	Name of Administrator
001	2014-06-01	BETSYLYNN MAJZLIK
001	2013-06-01	BETSYLYNN MAJZLIK
001	2012-06-01	BETSYLYNN MAJZLIK
001	2011-06-01	BETSYLYNN MAJZLIK
001	2009-06-01	BETSYLYNN MAJZLIK

Plan Statistics for THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN

401k plan membership statisitcs for THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN

Measure Date Value
2014: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 0
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 0
Number of participants with account balances 2014-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 57
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 42
Total of all active and inactive participants 2013-06-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 99
Number of participants with account balances 2013-06-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 9
2012: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 120
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 31
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 85
Total of all active and inactive participants 2012-06-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 116
Number of participants with account balances 2012-06-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 9
2011: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 120
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 120
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 120
Number of participants with account balances 2011-06-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 1
2009: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 99
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 99
Number of participants with account balances 2009-06-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 2

Measure	Date	Value
2014: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	0
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	0
Number of participants with account balances	2014-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	57
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	42
Total of all active and inactive participants	2013-06-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	99
Number of participants with account balances	2013-06-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	9
2012: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	120
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	31
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	85
Total of all active and inactive participants	2012-06-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	116
Number of participants with account balances	2012-06-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	9
2011: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	120
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	120
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	120
Number of participants with account balances	2011-06-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	1
2009: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	99
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	99
Number of participants with account balances	2009-06-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	2

Financial Data on THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN

Measure	Date	Value
2014 : THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$31,533
Expenses. Total of all expenses incurred	2014-12-31	$1,114,536
Benefits paid (including direct rollovers)	2014-12-31	$1,114,257
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,083,003
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$21,893
Other income received	2014-12-31	$9,640
Net income (gross income less expenses)	2014-12-31	$-1,083,003
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,083,003
Value of corrective distributions	2014-12-31	$279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$1,114,257
Total income from all sources	2014-05-31	$139,938
Expenses. Total of all expenses incurred	2014-05-31	$164,686
Benefits paid (including direct rollovers)	2014-05-31	$164,686
Total plan assets at end of year	2014-05-31	$1,083,003
Total plan assets at beginning of year	2014-05-31	$1,107,751
Value of fidelity bond covering the plan	2014-05-31	$150,000
Total contributions received or receivable from participants	2014-05-31	$25,912
Other income received	2014-05-31	$87,625
Net income (gross income less expenses)	2014-05-31	$-24,748
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$1,083,003
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$1,107,751
Total contributions received or receivable from employer(s)	2014-05-31	$26,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-05-31	$0
Minimum employer required contribution for this plan year	2014-05-31	$26,401
Amount contributed by the employer to the plan for this plan year	2014-05-31	$26,401
2013 : THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$183,252
Expenses. Total of all expenses incurred	2013-05-31	$252,798
Benefits paid (including direct rollovers)	2013-05-31	$252,798
Total plan assets at end of year	2013-05-31	$1,107,751
Total plan assets at beginning of year	2013-05-31	$1,177,297
Value of fidelity bond covering the plan	2013-05-31	$150,000
Total contributions received or receivable from participants	2013-05-31	$23,697
Other income received	2013-05-31	$135,204
Net income (gross income less expenses)	2013-05-31	$-69,546
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$1,107,751
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$1,177,297
Total contributions received or receivable from employer(s)	2013-05-31	$24,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-05-31	$0
Minimum employer required contribution for this plan year	2013-05-31	$57,926
Amount contributed by the employer to the plan for this plan year	2013-05-31	$57,926
2012 : THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$241
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$109,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$108,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$63,514
Value of total assets at end of year	2012-05-31	$1,177,297
Value of total assets at beginning of year	2012-05-31	$1,286,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$1,196
Total interest from all sources	2012-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$0
Total income from all sources	2012-05-31	$241
Expenses. Total of all expenses incurred	2012-05-31	$109,473
Benefits paid (including direct rollovers)	2012-05-31	$108,277
Total plan assets at end of year	2012-05-31	$1,177,297
Total plan assets at beginning of year	2012-05-31	$1,286,529
Value of fidelity bond covering the plan	2012-05-31	$150,000
Total contributions received or receivable from participants	2012-05-31	$31,757
Expenses. Other expenses not covered elsewhere	2012-05-31	$1,196
Other income received	2012-05-31	$-63,273
Net income (gross income less expenses)	2012-05-31	$-109,232
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$1,177,297
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$1,286,529
Total contributions received or receivable from employer(s)	2012-05-31	$31,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$150,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-05-31	$0
Minimum employer required contribution for this plan year	2012-05-31	$63,541
Amount contributed by the employer to the plan for this plan year	2012-05-31	$63,541
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$31,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-109,232
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$1,177,297
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$1,286,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in pooled separate accounts at end of year	2012-05-31	$1,177,297
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$1,286,529
Net investment gain/loss from pooled separate accounts	2012-05-31	$-63,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$31,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$108,277
Contract administrator fees	2012-05-31	$1,196
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
2011 : THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$262,140
Expenses. Total of all expenses incurred	2011-05-31	$80,175
Benefits paid (including direct rollovers)	2011-05-31	$78,844
Total plan assets at end of year	2011-05-31	$1,269,760
Total plan assets at beginning of year	2011-05-31	$1,087,795
Value of fidelity bond covering the plan	2011-05-31	$150,000
Total contributions received or receivable from participants	2011-05-31	$36,839
Expenses. Other expenses not covered elsewhere	2011-05-31	$1,331
Other income received	2011-05-31	$188,462
Net income (gross income less expenses)	2011-05-31	$181,965
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$1,269,760
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,087,795
Total contributions received or receivable from employer(s)	2011-05-31	$36,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-05-31	$0
Minimum employer required contribution for this plan year	2011-05-31	$73,678
Amount contributed by the employer to the plan for this plan year	2011-05-31	$73,678
2010 : THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN

2014: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	Yes
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2013: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	Yes
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: THE LUTHERAN SERVICE SOCIETY OF WESTERN PENNSYLVANIA PENSION PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LUTHERAN SERVICE SOCIETY OF WESTERN PA.
Employer identification number (EIN):	250965419
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations