2023-11-13T10:45:27-07:00 2022-12-31 990 2022-01-01 430919992 CONCORDIA DISABILITY AND SURVIVOR PLAN CONC 3148856744 1333 S Kirkwood Road St Louis MO 631227295 Robert Lesko Chairman of the Board 3148856747 2023-11-13 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Robert Lesko 1333 S Kirkwood Road St Louis MO 63122 27575412 0 X www.concordiaplans.org X 1982 MO Enable the participating full time workers of The Lutheran Church-Missouri Synod, its member congregations, controlled organizations and affiliated agencies to be provided with replacement income in the event of becoming disabled. Also provides death benefits to survivors of such workers in the event of worker death. 15 15 0 0 0 0 0 0 26758166 27575412 0 0 0 0 26758166 27575412 0 0 31924823 30934342 0 0 0 0 0 5514611 5714850 37439434 36649192 -10681268 -9073780 164463871 130439981 94015423 95364983 70448448 35074998 Enable the participating full time workers of The Lutheran Church-Missouri Synod, its member congregations, controlled organizations and affiliated agencies to be provided with replacement income in the event of becoming disabled. Also provides death benefits to survivors of such workers in event of worker death. 0 0 9261647 0 0 Noninsured benefits of $31,045 were paid to members upon death of dependents. Monthly survivor benefits of $1,394,066 were paid to enrolled surviving dependents of deceased workers who death occurred prior to 7/1/01. Insurance premiums of $7,836,536 were paid to provide lump sum death benefits for members and benefits for dependents. 12741839 0 0 Health insurance contributions of $12,741,839 were paid for disabled workers and also for surviving dependents of deceased members who deaths occurred prior to January 1, 1985. 8930856 0 0 Disability benefits paid by a third party administrator of $8,866,187 to 1,114 members. In addition, there was miscellaneous expense of $64,669. 5714850 0 0 CDSP had the following program service expenses: External claims services $1,518,388; Investment manager and custodian fees $342,720; Management fees paid to Concordia Plan Services $3,853,742 5714850 0 0 36649192 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Concordia Disability & Survivor Plan 3149659000 1333 S Kirkwood Road St Louis MO 631227295 X Robert Lesko Chairman of the Board and Trustee 2 4 X 0 0 0 Jon Boeche Trustee 2 4 X 0 0 0 Kory Boster Trustee 1 2 X 0 0 0 Daryl Dagit Trustee 1 2 X 0 0 0 Henry Eickelberg Trustee 1 2 X 0 0 0 Gail Hartmann Trustee 1 2 X 0 0 0 David Hawk Trustee 1 2 X 0 0 0 Jesse Huber Trustee 1 2 X 0 0 0 Ronald Kuehn Trustee 1 2 X 0 0 0 Mark Miller Trustee 1 2 X 0 0 0 Terry Miller Trustee 1 2 X 0 0 0 Mark Muehl Trustee 1 2 X 0 0 0 Scott Seefeld Trustee 2 4 X 0 0 0 Mark Swenson Trustee 2 4 X 0 0 0 Renee Varga Trustee 1 2 X 0 0 0 0 0 0 0 0 0 0 0 0 Revenue from disability/survivor contributions 900099 27575412 27575412 0 0 0 0 0 0 27575412 0 0 0 0 0 27575412 27575412 0 0 30934342 30934342 3853742 3853742 342720 342720 External Claim Services 1518388 1518388 0 0 0 0 36649192 36649192 0 0 1099153 46410 319958 3003 0 146807405 117330813 16237355 13059755 164463871 130439981 386005 878983 93629418 94486000 94015423 95364983 X 0 0 0 0 70448448 35074998 70448448 35074998 164463871 130439981 X -9073780 0 0 0 0 -26299670 X 0 1 X 1 0 0 0 Real Estate Investments 13059755 F 13059755 Reserve for incurred by unreported disability claims 10113000 Reserve for disability benefits 21810000 Reserve for survivor benefits 8902000 Reserve for waived contribution claim pymts for disabled members 51411000 Reserve for waived contribution claim pymts for pre-1985 survivors 1659000 Medicare Part B premium reimbursements 591000 94486000 1807022 0 0 0 -25768390 -25768390 27575412 0 0 0 27575412 37180472 0 0 0 874000 874000 36306472 342720 0 342720 36649192 Schedule D, Part XI, Line 2d Net investment loss of $25,768,390 Schedule D, Part XII, Line 2d Increase in actuarial reserve of $874,000 Form 990, Part VI, Section A, Line 3 The Concordia Disability & Survivor Plan Board of Trustees is authorized and has delegated plan administrative services to Concordia Plan Services. No members of the board are compensated. Form 990, Part VI, Section B, Line 11b A copy of Form 990 was provided to Board members prior to submission. Board members were given an opportunity to comment and provide input prior to filing Form 990. The Chief Financial Officer reviewed Form 990 prior to filing. Form 990, Part VI, Section B, Line 12c The plans require each officer to review and sign a conflict of interest policy each year. Form 990, Part VI, Section C, Line 19 The annual report is published on the Concordia Plan Services website (www.concordiaplans.org). The conflict of interset policy, governing documents, and financial statements are provided upon request. Form 990, Part VII, Section A, Line 1a The VEBA is administered by the Board of Trustees. The VEBA does not have any employees or compensated officers. Administration of the plan is provided through Concordia Plan Services, a management company. Form 990, Part XI, Line 9 Investment loss of -25,425,670 and actuarial reserve for $874,000. The Lutheran Church-Missouri Synod 1333 S Kirkwood Road St Louis MO 63122 430658188 VEBA sponsoring organization MO 501(c)(3) 1(church) N/A Concordia Plan Services 1333 S Kirkwood Road St Louis MO 63122 710986725 Administer the plans/trusts of The Lutheran Church-Missouri Synod MO 501(c)(3) 1 (church) N/A Concordia Health Plan 1333 S Kirkwood Road St Louis MO 63122 436062857 Provide healthcare benefits to the employees and dependents of The Lutheran Church-Missouri Synod. MO 501(c)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 Schedule R, Part II The Lutheran Church-Missouri Synod is the sponsoring organization of the Concordia Disability and Survivor VEBA. At 12/31/22, there were 5,897 affiliated churches, schools, and related parties enrolled in the plan of which 3,904 made contributions for at least one employee to the plan. Schedule R, Part V, Line 1n The Lutheran Church-Missouri Synod is the sponsoring organization of the VEBA. Concordia Plan Services (CPS) administers the plans/trusts of the LCMS. Concordia Disability and Survivor Plan is one of the plans/trusts administered by CPS. All the plans/trusts operate within the same building and share resources. Submitted extension of time form to file return by November 15, 2023