Oakwood Lutheran Homes Association, Inc. Tax Deferred Annuity Plan 403(b) Plan

Oakwood Lutheran Homes Association, Inc. Tax Deferred Annuity Plan is a Wisconsin 403(b) Plan located in Madison, Wisconsin. It was founded on Monday, July 01, 1991.


6165 Mineral Point Road
Madison, Wisconsin, 537054457
United States
Phone: (608) 230-4279
Administrator Signatory
Laurie Halzel
Administrator Signatory
Gerald Kelm
Inception Date
1991-07-01
Updated
2017-06-20 12:28:13.821074
Inception
1991-07-01
Jurisdiction
Wisconsin
Name
Oakwood Lutheran Homes Association, Inc. Tax Deferred Annuity Plan
Latest Filing
2016-10-12
As of Date
2015-12-31
Plan Number
001
EIN
390790565
12-15 12-14 12-13
Assets 9.45M 10.62M 10.51M
Liabilities 42.00K 9.00K None
Net Assets 9.41M 10.62M 10.51M
12-15 12-14 12-13
Income 93.00K 723.00K 1.62M
Expenses 65.00K 77.00K 47.00K
Net Income 28.00K 646.00K 1.57M
12-15 12-14 12-13
Inflows 1.05M 1.07M 1.30M
Outflows 2.28M 1.62M 1.86M
Net Capital Flow -1.23M -541.00K -562.00K
12-15 12-14 12-13
Participants 704.00 766.00 741.00
Exempt Organizations: 2015-12-31
Oakwood Lutheran Senior Ministries
Administration Agreements: 2015-12-31
Oakwood Lutheran Senior Ministries