401k Plan data: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN plan

LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 401k Plan overview

Plan Name	LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN
Plan identification number	002

LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA

Employer identification number (EIN): 952225798

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0204213

More information about LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01 JOHN KOHL 2021-04-13
002 2019-07-01 LASHARNDA BECKWITH 2021-07-13
002 2018-07-01 JOHN KOHL 2021-04-13
002 2018-07-01 LASHARNDA BECKWTH 2021-07-13
002 2017-07-01
002 2016-07-01 DEBORAH ANDERSON
002 2015-07-01 DEBORAH ANDERSON
002 2014-07-01 AMY FAWCETT
002 2013-07-01 AMY FAWCETT 2015-04-15
002 2012-07-01 AMY FAWCETT 2014-04-14
002 2012-01-01 AMY FAWCETT
002 2011-01-01 AMY FAWCETT
002 2010-01-01 AMY FAWCETT
002 2009-01-01 CHARLES RO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01	JOHN KOHL	2021-04-13
002	2019-07-01	LASHARNDA BECKWITH	2021-07-13
002	2018-07-01	JOHN KOHL	2021-04-13
002	2018-07-01	LASHARNDA BECKWTH	2021-07-13
002	2017-07-01
002	2016-07-01	DEBORAH ANDERSON
002	2015-07-01	DEBORAH ANDERSON
002	2014-07-01	AMY FAWCETT
002	2013-07-01	AMY FAWCETT	2015-04-15
002	2012-07-01	AMY FAWCETT	2014-04-14
002	2012-01-01	AMY FAWCETT
002	2011-01-01	AMY FAWCETT
002	2010-01-01	AMY FAWCETT
002	2009-01-01	CHARLES RO

Plan Statistics for LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN

401k plan membership statisitcs for LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN

Measure Date Value
2021: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 294
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 115
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 173
Total of all active and inactive participants 2021-07-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 6
Total participants 2021-07-01 294
Number of participants with account balances 2021-07-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 316
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 173
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 114
Total of all active and inactive participants 2020-07-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 6
Total participants 2020-07-01 293
Number of participants with account balances 2020-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 302
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 189
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 127
Total of all active and inactive participants 2019-07-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 316
Number of participants with account balances 2019-07-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 193
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 171
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 123
Total of all active and inactive participants 2018-07-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 294
Number of participants with account balances 2018-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 99
Number of retired or separated participants receiving benefits 2017-07-01 6
Number of other retired or separated participants entitled to future benefits 2017-07-01 75
Total of all active and inactive participants 2017-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 5
Total participants 2017-07-01 185
Number of participants with account balances 2017-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 140
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 17
Total of all active and inactive participants 2016-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 5
Total participants 2016-07-01 163
Number of participants with account balances 2016-07-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 6
2015: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 113
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 46
Total of all active and inactive participants 2015-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 162
Number of participants with account balances 2015-07-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
2014: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 66
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 47
Total of all active and inactive participants 2014-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 2
Total participants 2014-07-01 116
Number of participants with account balances 2014-07-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2012: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 96
Number of participants with account balances 2012-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 87
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 131
Number of participants with account balances 2011-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 77
Total of all active and inactive participants 2010-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 130
Number of participants with account balances 2010-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 74
Total of all active and inactive participants 2009-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 131
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2021: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	294
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	115
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	173
Total of all active and inactive participants	2021-07-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	6
Total participants	2021-07-01	294
Number of participants with account balances	2021-07-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	316
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	173
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	114
Total of all active and inactive participants	2020-07-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	6
Total participants	2020-07-01	293
Number of participants with account balances	2020-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	302
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	189
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	127
Total of all active and inactive participants	2019-07-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	316
Number of participants with account balances	2019-07-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	193
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	171
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	123
Total of all active and inactive participants	2018-07-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	294
Number of participants with account balances	2018-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	99
Number of retired or separated participants receiving benefits	2017-07-01	6
Number of other retired or separated participants entitled to future benefits	2017-07-01	75
Total of all active and inactive participants	2017-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	5
Total participants	2017-07-01	185
Number of participants with account balances	2017-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	140
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	17
Total of all active and inactive participants	2016-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	5
Total participants	2016-07-01	163
Number of participants with account balances	2016-07-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	6
2015: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	113
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	46
Total of all active and inactive participants	2015-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	162
Number of participants with account balances	2015-07-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
2014: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	66
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	47
Total of all active and inactive participants	2014-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	2
Total participants	2014-07-01	116
Number of participants with account balances	2014-07-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2012: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	96
Number of participants with account balances	2012-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	87
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	131
Number of participants with account balances	2011-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	77
Total of all active and inactive participants	2010-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	130
Number of participants with account balances	2010-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	74
Total of all active and inactive participants	2009-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	131
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN

Measure	Date	Value
2022 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$127,011
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$146,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$144,463
Expenses. Certain deemed distributions of participant loans	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$379,524
Value of total assets at end of year	2022-06-30	$1,893,844
Value of total assets at beginning of year	2022-06-30	$1,913,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,440
Total interest from all sources	2022-06-30	$905
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$253,352
Participant contributions at end of year	2022-06-30	$29,750
Participant contributions at beginning of year	2022-06-30	$10,389
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$19,068
Other income not declared elsewhere	2022-06-30	$0
Administrative expenses (other) incurred	2022-06-30	$2,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-19,892
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,893,844
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,913,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$1,723,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$1,797,036
Interest on participant loans	2022-06-30	$0
Interest earned on other investments	2022-06-30	$905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$140,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$106,311
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-253,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$107,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$144,463
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2022-06-30	300840934
2021 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$579,500
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$85,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$84,674
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$346,472
Value of total assets at end of year	2021-06-30	$1,913,736
Value of total assets at beginning of year	2021-06-30	$1,419,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$857
Total interest from all sources	2021-06-30	$9,923
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$262,355
Participant contributions at end of year	2021-06-30	$10,389
Participant contributions at beginning of year	2021-06-30	$9,702
Participant contributions at beginning of year	2021-06-30	$19,680
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$75,435
Other income not declared elsewhere	2021-06-30	$-40,810
Administrative expenses (other) incurred	2021-06-30	$857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$493,969
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,913,736
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,419,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$1,797,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$632,554
Interest on participant loans	2021-06-30	$0
Interest earned on other investments	2021-06-30	$9,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$106,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$626,843
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from pooled separate accounts	2021-06-30	$263,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$8,682
Employer contributions (assets) at beginning of year	2021-06-30	$130,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$84,674
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2021-06-30	300840934
2020 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$390,554
Total of all expenses incurred	2020-06-30	$141,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$136,754
Expenses. Certain deemed distributions of participant loans	2020-06-30	$5,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$368,237
Value of total assets at end of year	2020-06-30	$1,384,521
Value of total assets at beginning of year	2020-06-30	$1,135,761
Total interest from all sources	2020-06-30	$255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$10,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$215,030
Participant contributions at end of year	2020-06-30	$9,702
Participant contributions at end of year	2020-06-30	$19,680
Participant contributions at beginning of year	2020-06-30	$8,924
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$19,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$248,760
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,384,521
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,135,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,253,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,000,778
Interest on participant loans	2020-06-30	$255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$626,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$583,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$22,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$133,752
Employer contributions (assets) at end of year	2020-06-30	$130,988
Employer contributions (assets) at beginning of year	2020-06-30	$134,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$136,754
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2020-06-30	300840934
2019 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-06-30	$0
Expenses. Interest paid	2019-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$392,905
Total of all expenses incurred	2019-06-30	$97,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$97,981
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$347,237
Value of total assets at end of year	2019-06-30	$1,135,761
Value of total assets at beginning of year	2019-06-30	$840,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$100,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$212,254
Participant contributions at end of year	2019-06-30	$8,924
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$583,118
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$496,195
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$294,924
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,135,761
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$840,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,000,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$344,642
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$45,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$134,983
Employer contributions (assets) at end of year	2019-06-30	$134,983
Employer contributions (assets) at beginning of year	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$97,981
Contract administrator fees	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PENSION ASURANCE
Accountancy firm EIN	2019-06-30	300840934
2018 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$194,643
Total of all expenses incurred	2018-06-30	$27,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$27,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$166,837
Value of total assets at end of year	2018-06-30	$840,837
Value of total assets at beginning of year	2018-06-30	$673,212
Total interest from all sources	2018-06-30	$15,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$100,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$55,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$167,625
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$840,837
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$673,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$344,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$268,932
Interest earned on other investments	2018-06-30	$15,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$496,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$404,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$12,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$111,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$26,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-06-30	300840934
2017 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$140,703
Total of all expenses incurred	2017-06-30	$129,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$129,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$109,870
Value of total assets at end of year	2017-06-30	$673,212
Value of total assets at beginning of year	2017-06-30	$662,016
Total interest from all sources	2017-06-30	$12,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$100,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$21,528
Participant contributions at beginning of year	2017-06-30	$1,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$11,196
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$673,212
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$662,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$268,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$343,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$12,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$404,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$309,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$18,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$88,342
Employer contributions (assets) at beginning of year	2017-06-30	$6,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$129,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-06-30	300840934
2016 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$110,372
Total of all expenses incurred	2016-06-30	$51,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$47,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$105,045
Value of total assets at end of year	2016-06-30	$662,016
Value of total assets at beginning of year	2016-06-30	$602,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,416
Total interest from all sources	2016-06-30	$9,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$100,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$24,207
Participant contributions at end of year	2016-06-30	$1,955
Administrative expenses (other) incurred	2016-06-30	$3,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$59,272
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$662,016
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$602,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$343,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$364,864
Interest earned on other investments	2016-06-30	$9,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$309,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$237,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-4,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$80,838
Employer contributions (assets) at end of year	2016-06-30	$6,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$47,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-06-30	300840934
2015 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$107,457
Total of all expenses incurred	2015-06-30	$147,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$147,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$91,113
Value of total assets at end of year	2015-06-30	$602,744
Value of total assets at beginning of year	2015-06-30	$642,553
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$247
Total interest from all sources	2015-06-30	$7,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$100,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$13,968
Administrative expenses (other) incurred	2015-06-30	$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-39,809
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$602,744
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$642,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$364,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$642,553
Interest earned on other investments	2015-06-30	$7,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$237,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$8,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$77,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$147,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PENSION ASSURANCE LLP
Accountancy firm EIN	2015-06-30	300840934
2012 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$39,690
Total of all expenses incurred	2012-06-30	$24,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$21,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$26,681
Value of total assets at end of year	2012-06-30	$606,519
Value of total assets at beginning of year	2012-06-30	$591,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,910
Total interest from all sources	2012-06-30	$3,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$100,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$3,558
Administrative expenses (other) incurred	2012-06-30	$2,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$15,081
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$606,519
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$591,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$420,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$411,616
Interest earned on other investments	2012-06-30	$3,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$186,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$179,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$9,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$23,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$21,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ZUEHLS, LEGASPI & CO.
Accountancy firm EIN	2012-06-30	020625715
2011 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$67,841
Total of all expenses incurred	2011-12-31	$71,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$69,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$61,357
Value of total assets at end of year	2011-12-31	$591,438
Value of total assets at beginning of year	2011-12-31	$595,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,000
Total interest from all sources	2011-12-31	$5,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$11,182
Administrative expenses (other) incurred	2011-12-31	$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-4,103
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$591,438
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$595,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$411,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$442,439
Interest earned on other investments	2011-12-31	$5,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$179,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$153,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$50,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$69,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ZUEHLS, LEGASPI & CO.
Accountancy firm EIN	2011-12-31	020625715
2010 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$23,151
Total income from all sources (including contributions)	2010-12-31	$85,369
Total of all expenses incurred	2010-12-31	$55,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$55,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$59,830
Value of total assets at end of year	2010-12-31	$595,541
Value of total assets at beginning of year	2010-12-31	$542,145
Total interest from all sources	2010-12-31	$3,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$12,682
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$30,245
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$595,541
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$542,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$442,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$459,260
Interest earned on other investments	2010-12-31	$3,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$153,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$82,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$21,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$46,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$55,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ZUEHLS, LEGASPI & CO.
Accountancy firm EIN	2010-12-31	020625715
2009 : LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN

2021: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2012: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062533D

Policy instance

Insurance contract or identification number	062533D
Number of Individuals Covered	299
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

062533D

Policy instance

Insurance contract or identification number	062533D
Number of Individuals Covered	242
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2_KX9P

Policy instance

Insurance contract or identification number	GAP-B2_KX9P
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $2,225
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,225
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-KX9P

Policy instance

Insurance contract or identification number	GAP-B2-KX9P
Number of Individuals Covered	213
Insurance policy start date	2019-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,917
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,917
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	4

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	185
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	131
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	116
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	92
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	128
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

FA068819

Policy instance

Insurance contract or identification number	FA068819
Number of Individuals Covered	130
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA
Employer identification number (EIN):	952225798
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0204213