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LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 401k Plan overview

Plan NameLUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN
Plan identification number 001

LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MIRAVIDA LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIRAVIDA LIVING, INC.
Employer identification number (EIN):391032234
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULIE POQUETTE
0012016-01-01JULIE POQUETTE
0012016-01-01
0012015-01-01JULIE POQUETTE
0012014-01-01PATRICIA A. KUFEL EBBEN
0012013-01-01PATRICIA A. KUFEL EBBEN
0012012-01-01PATRICIA A. KUFEL EBBEN
0012011-01-01PATRICIA A. KUFEL EBBEN
0012010-01-01PATRICIA A. KUFEL EBBEN PATRICIA A. KUFEL EBBEN2011-10-14
0012009-01-01PATRICIA A. KUFEL EBBEN PATRICIA A. KUFEL EBBEN2010-10-15

Plan Statistics for LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN

401k plan membership statisitcs for LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN

Measure Date Value
2022: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01296
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01179
Total of all active and inactive participants2022-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01293
Number of participants with account balances2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230
Total number of active participants reported on line 7a of the Form 55002021-01-01131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01289
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01479
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01217
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01484
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01301
Total of all active and inactive participants2019-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01469
Number of participants with account balances2019-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01412
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01297
Total of all active and inactive participants2018-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01460
Number of participants with account balances2018-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01392
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01234
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01400
Number of participants with account balances2017-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01328
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01154
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01324
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01327
Number of participants with account balances2015-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01312
Number of participants with account balances2014-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01244
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01283
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01166
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01171
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01150
Total number of active participants reported on line 7a of the Form 55002010-01-01115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01166
Number of participants with account balances2010-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN

Measure Date Value
2022 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-657,622
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$787,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$783,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$383,521
Value of total assets at end of year2022-12-31$5,568,654
Value of total assets at beginning of year2022-12-31$7,012,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,840
Total interest from all sources2022-12-31$793
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$120,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$120,528
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$216,061
Participant contributions at end of year2022-12-31$15,280
Participant contributions at beginning of year2022-12-31$17,644
Participant contributions at end of year2022-12-31$5,540
Participant contributions at beginning of year2022-12-31$8,672
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,445,100
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,568,654
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,012,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,365,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,752,755
Interest on participant loans2022-12-31$560
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$20,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$55,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$55,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,162,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$156,565
Employer contributions (assets) at end of year2022-12-31$161,414
Employer contributions (assets) at beginning of year2022-12-31$177,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$783,638
Contract administrator fees2022-12-31$3,840
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,109,089
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,357,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,355,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$402,944
Value of total assets at end of year2021-12-31$7,012,516
Value of total assets at beginning of year2021-12-31$7,261,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,070
Total interest from all sources2021-12-31$269
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$116,852
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$248,719
Participant contributions at end of year2021-12-31$17,644
Participant contributions at beginning of year2021-12-31$3,190
Participant contributions at end of year2021-12-31$8,672
Participant contributions at beginning of year2021-12-31$9,603
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-248,852
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,012,516
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,261,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,752,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,016,254
Interest on participant loans2021-12-31$258
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$55,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$44,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$44,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$589,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$148,546
Employer contributions (assets) at end of year2021-12-31$177,996
Employer contributions (assets) at beginning of year2021-12-31$187,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,355,871
Contract administrator fees2021-12-31$2,070
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN,LLP
Accountancy firm EIN2021-12-31410746749
2020 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,467,794
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$442,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$425,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$600,224
Value of total assets at end of year2020-12-31$7,261,368
Value of total assets at beginning of year2020-12-31$6,236,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,220
Total interest from all sources2020-12-31$491
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$113,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$113,889
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$233,099
Participant contributions at end of year2020-12-31$3,190
Participant contributions at beginning of year2020-12-31$13,204
Participant contributions at end of year2020-12-31$9,603
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,025,039
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,261,368
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,236,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,016,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,192,947
Interest on participant loans2020-12-31$319
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$44,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$753,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$363,281
Employer contributions (assets) at end of year2020-12-31$187,922
Employer contributions (assets) at beginning of year2020-12-31$267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$425,535
Contract administrator fees2020-12-31$17,220
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,311,319
Total income from all sources (including contributions)2019-12-31$1,311,319
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$174,737
Total of all expenses incurred2019-12-31$174,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$379,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$379,004
Value of total assets at end of year2019-12-31$6,236,329
Value of total assets at end of year2019-12-31$6,236,329
Value of total assets at beginning of year2019-12-31$5,099,747
Value of total assets at beginning of year2019-12-31$5,099,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,590
Total interest from all sources2019-12-31$989
Total interest from all sources2019-12-31$989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,230
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$147,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$147,230
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$147,230
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$207,397
Contributions received from participants2019-12-31$207,397
Participant contributions at end of year2019-12-31$13,204
Participant contributions at end of year2019-12-31$13,204
Participant contributions at beginning of year2019-12-31$20,190
Participant contributions at beginning of year2019-12-31$20,190
Administrative expenses (other) incurred2019-12-31$140
Administrative expenses (other) incurred2019-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,136,582
Value of net income/loss2019-12-31$1,136,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,236,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,236,329
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,099,747
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,099,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,192,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,192,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,945,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,945,844
Interest on participant loans2019-12-31$757
Interest on participant loans2019-12-31$757
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,133,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,133,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,133,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,133,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$784,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$784,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$171,607
Contributions received in cash from employer2019-12-31$171,607
Employer contributions (assets) at end of year2019-12-31$267
Employer contributions (assets) at end of year2019-12-31$267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,147
Contract administrator fees2019-12-31$2,450
Contract administrator fees2019-12-31$2,450
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$100,420
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$354,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$352,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$372,712
Value of total assets at end of year2018-12-31$5,099,747
Value of total assets at beginning of year2018-12-31$5,353,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,925
Total interest from all sources2018-12-31$4,346
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$233,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$233,315
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$175,593
Participant contributions at end of year2018-12-31$20,190
Participant contributions at beginning of year2018-12-31$28,417
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-253,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,099,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,353,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,945,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,226,704
Interest on participant loans2018-12-31$1,048
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$1,098,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,133,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-522,965
Net investment gain or loss from common/collective trusts2018-12-31$13,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$193,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$352,293
Contract administrator fees2018-12-31$1,925
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,234,974
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,611,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,608,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$370,550
Value of total assets at end of year2017-12-31$5,353,545
Value of total assets at beginning of year2017-12-31$5,730,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,282
Total interest from all sources2017-12-31$1,461
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$224,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$224,754
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$183,160
Participant contributions at end of year2017-12-31$28,417
Participant contributions at beginning of year2017-12-31$50,452
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-376,722
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,353,545
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,730,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,226,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,608,834
Interest on participant loans2017-12-31$1,461
Value of interest in common/collective trusts at end of year2017-12-31$1,098,424
Value of interest in common/collective trusts at beginning of year2017-12-31$1,070,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$625,845
Net investment gain or loss from common/collective trusts2017-12-31$12,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$173,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,608,414
Contract administrator fees2017-12-31$3,282
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$744,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$143,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$141,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$394,548
Value of total assets at end of year2016-12-31$5,730,267
Value of total assets at beginning of year2016-12-31$5,129,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,820
Total interest from all sources2016-12-31$2,125
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$189,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$189,372
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$200,725
Participant contributions at end of year2016-12-31$50,452
Participant contributions at beginning of year2016-12-31$54,533
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$600,576
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,730,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,129,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,608,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,069,998
Interest on participant loans2016-12-31$2,125
Value of interest in common/collective trusts at end of year2016-12-31$1,070,981
Value of interest in common/collective trusts at beginning of year2016-12-31$1,005,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$147,878
Net investment gain or loss from common/collective trusts2016-12-31$10,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$172,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$141,616
Contract administrator fees2016-12-31$1,820
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$389,740
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$706,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$702,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$369,107
Value of total assets at end of year2015-12-31$5,129,691
Value of total assets at beginning of year2015-12-31$5,446,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,770
Total interest from all sources2015-12-31$2,243
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$177,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$177,186
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$205,098
Participant contributions at end of year2015-12-31$54,533
Participant contributions at beginning of year2015-12-31$48,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-316,758
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,129,691
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,446,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,069,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,425,946
Interest on participant loans2015-12-31$2,243
Value of interest in common/collective trusts at end of year2015-12-31$1,005,160
Value of interest in common/collective trusts at beginning of year2015-12-31$972,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,830
Net investment gain or loss from common/collective trusts2015-12-31$8,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$164,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$702,728
Contract administrator fees2015-12-31$3,770
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$720,784
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$176,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$174,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$460,627
Value of total assets at end of year2014-12-31$5,446,449
Value of total assets at beginning of year2014-12-31$4,902,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,110
Total interest from all sources2014-12-31$1,791
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$-221,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$-221,665
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$196,605
Participant contributions at end of year2014-12-31$48,006
Participant contributions at beginning of year2014-12-31$39,651
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$100,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$544,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,446,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,902,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,425,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,927,278
Interest on participant loans2014-12-31$1,791
Value of interest in common/collective trusts at end of year2014-12-31$972,497
Value of interest in common/collective trusts at beginning of year2014-12-31$935,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$473,328
Net investment gain or loss from common/collective trusts2014-12-31$6,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$163,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$174,433
Contract administrator fees2014-12-31$2,110
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,153,093
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$100,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$98,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$348,351
Value of total assets at end of year2013-12-31$4,869,228
Value of total assets at beginning of year2013-12-31$3,816,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,784
Total interest from all sources2013-12-31$1,171
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$116,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$116,747
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$183,472
Participant contributions at end of year2013-12-31$38,919
Participant contributions at beginning of year2013-12-31$26,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,052,859
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,869,228
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,816,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,898,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,081,856
Interest on participant loans2013-12-31$1,171
Value of interest in common/collective trusts at end of year2013-12-31$931,700
Value of interest in common/collective trusts at beginning of year2013-12-31$708,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$679,368
Net investment gain or loss from common/collective trusts2013-12-31$7,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$98,450
Contract administrator fees2013-12-31$1,784
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$800,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$235,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$394,081
Value of total assets at end of year2012-12-31$3,816,369
Value of total assets at beginning of year2012-12-31$3,252,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,665
Total interest from all sources2012-12-31$2,024
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,899
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$198,315
Participant contributions at end of year2012-12-31$26,164
Participant contributions at beginning of year2012-12-31$67,122
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$564,235
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,816,369
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,252,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,081,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,607,544
Interest on participant loans2012-12-31$2,024
Value of interest in common/collective trusts at end of year2012-12-31$708,349
Value of interest in common/collective trusts at beginning of year2012-12-31$577,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$316,690
Net investment gain or loss from common/collective trusts2012-12-31$9,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$162,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,107
Contract administrator fees2012-12-31$1,665
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$401,514
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$176,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$174,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$464,669
Value of total assets at end of year2011-12-31$3,252,134
Value of total assets at beginning of year2011-12-31$3,027,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,891
Total interest from all sources2011-12-31$2,013
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$61,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$61,690
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$231,979
Participant contributions at end of year2011-12-31$67,122
Participant contributions at beginning of year2011-12-31$58,165
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,172
Administrative expenses (other) incurred2011-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$225,061
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,252,134
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,027,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,607,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,490,252
Interest on participant loans2011-12-31$2,013
Value of interest in common/collective trusts at end of year2011-12-31$577,468
Value of interest in common/collective trusts at beginning of year2011-12-31$478,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-142,383
Net investment gain or loss from common/collective trusts2011-12-31$15,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$203,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$174,562
Contract administrator fees2011-12-31$1,835
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$755,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$75,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$406,290
Value of total assets at end of year2010-12-31$3,027,073
Value of total assets at beginning of year2010-12-31$2,346,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,825
Total interest from all sources2010-12-31$2,115
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$59,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$59,685
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$210,641
Participant contributions at end of year2010-12-31$58,165
Participant contributions at beginning of year2010-12-31$37,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$680,452
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,027,073
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,346,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,490,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,858,872
Interest on participant loans2010-12-31$2,115
Value of interest in common/collective trusts at end of year2010-12-31$478,656
Value of interest in common/collective trusts at beginning of year2010-12-31$449,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$277,270
Net investment gain or loss from common/collective trusts2010-12-31$10,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$195,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,362
Contract administrator fees2010-12-31$1,825
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN, LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN

2022: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUTHERAN HOMES OF OSHKOSH RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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