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Form 5500 · Retirement plan · LOS ANGELES, CA

SOLHEIM LUTHERAN HOME

The filing calls this plan SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN.

SOLHEIM LUTHERAN HOME of LOS ANGELES, CA files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by STANDARD INSURANCE COMPANY and 2 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
STANDARD INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1643384 · plan 001 · plan year 2024, filed Sep 22, 2025

Participants at the start of the year
225
Contracts on file
3
Contract value
$2,855,543
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with STANDARD INSURANCE COMPANY.

The contracts held $2,855,543 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC246December$1,471,285$0
SYMETRA LIFE INSURANCE COMPANY - SPINNAKERAnnuity / GIC10December$785,836$0
THRIVENT FINANCIAL FOR LUTHERANSAnnuity / GIC47December$598,422$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

STANCORP FINANCIAL GROUP
Claims processing · Recordkeeping and information management · Custodian · EIN 93-1253576
$42,358
paid directly by the plan
RELIANCE TRUST
Custodian · EIN 25-1838406
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$7,525,077
Paid out in benefits
$765,456
Participants at the start of the year
225
Participants with account balances
272

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 93-1253576
STANCORP FINANCIAL GROUP
Independent accountantEIN 30-0840934
PENSION ASSURANCE LLP
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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