Public Charity

PLAN SPONSOR TRUST OF LUTHERAN SOCIAL SERVICES GROUP INC

PLAN SPONSOR TRUST OF LUTHERAN SOCIAL SERVICES GROUP INC is a Public Charity headquartered in CLINTON, IA. Financial data from the 2024 filing: $405K revenue, $359K expenses, $190K total assets.

EIN: 880947065 CLINTON, IA Mutual & Membership Benefit N.E.C. NTEE: Y99 Latest filing: 2024
Total Revenue$405K
Total Expenses$359K
Total Assets$190K
Grant Records0
Filing Years2022–2024

Mission

THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.

Financial Trends

Year Revenue Expenses Assets
2024 $405K $359K $190K
2023 $559K $481K $146K
2022 $569K $505K $63K

Between 2022 and 2024, reported annual revenue declined from $569K to $405K (-29%), with total assets most recently reported at $190K.

Interactive year-over-year charts and full filing details available with membership.

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