Nonprofit · EIN 43-0919992
CONCORDIA DISABILITY AND SURVIVOR PLAN
Tax-exempt · SAINT LOUIS, MO 63122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $30,986,269 | $34,263,756 | -$3,277,487 | $183,291,382 | $56,131,021 | $127,160,361 |
| December 31, 2024 | 990 | $30,498,843 | $37,032,249 | -$6,533,406 | $157,920,504 | $64,004,872 | $93,915,632 |
| December 31, 2023 | 990 | $29,222,508 | $34,839,496 | -$5,616,988 | $146,494,507 | $76,720,615 | $69,773,892 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $30,986,269
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $26,525,840
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $34,263,756
Balance sheet and other
- Total assets, start of year
- $157,920,504
- Total assets, end of year
- $183,291,382
- Total liabilities, end of year
- $56,131,021
- Net assets, end of year
- $127,160,361
- Publicly traded securities
- $162,966,221
- Gross receipts
- $30,986,269
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Seefeld | Chairman of the Board and Trustee Trustee or director | 2 | $0 |
| Jon Boeche | Trustee Trustee or director | 2 | $0 |
| Daryl Dagit | Trustee Trustee or director | 1 | $0 |
| Henry Eickelberg | Trustee Trustee or director | 1 | $0 |
| Judy Stromback | Trustee Trustee or director | 1 | $0 |
| David Hawk | Trustee Trustee or director | 1 | $0 |
| Jesse Huber | Trustee Trustee or director | 1 | $0 |
| Ronald Kuehn | Trustee Trustee or director | 1 | $0 |
| Mark Miller | Trustee Trustee or director | 1 | $0 |
| Mark Swenson | Trustee Trustee or director | 1 | $0 |
| Renee Varga | Trustee Trustee or director | 1 | $0 |
| Amber Bahr | Trustee Trustee or director | 1 | $0 |
| Roger Offermann | Trustee Trustee or director | 1 | $0 |
| Jason Burk | Trustee Trustee or director | 1 | $0 |
| M Douglas Peters | Trustee Trustee or director | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Roger Paavola | Trustee Trustee or director | 1 | $0 |
| Nathan Haak | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Seefeld | Chairman of the Board and Trustee Trustee or director | 2 | $0 |
| Jon Boeche | Trustee Trustee or director | 1 | $0 |
| Daryl Dagit | Trustee Trustee or director | 1 | $0 |
| Henry Eickelberg | Trustee Trustee or director | 1 | $0 |
| Gail Hartmann | Trustee Trustee or director | 1 | $0 |
| David Hawk | Trustee Trustee or director | 1 | $0 |
| Jesse Huber | Trustee Trustee or director | 1 | $0 |
| Ronald Kuehn | Trustee Trustee or director | 1 | $0 |
| Mark Miller | Trustee Trustee or director | 1 | $0 |
| Mark Swenson | Trustee Trustee or director | 1 | $0 |
| Renee Varga | Trustee Trustee or director | 1 | $0 |
| Amber Bahr | Trustee Trustee or director | 1 | $0 |
| Nathan Haak | Trustee Trustee or director | 1 | $0 |
| Roger Offermann | Trustee Trustee or director | 1 | $0 |
| Roger Paavola | Trustee Trustee or director | 1 | $0 |
| Jason Burk | Trustee Trustee or director | 1 | $0 |
| M Douglas Peters | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Lesko | Chairman of the Board and Trustee Trustee or director | 2 | $0 |
| Jon Boeche | Trustee Trustee or director | 1 | $0 |
| Kory Boster | Trustee Trustee or director | 1 | $0 |
| Daryl Dagit | Trustee Trustee or director | 1 | $0 |
| Henry Eickelberg | Trustee Trustee or director | 1 | $0 |
| Gail Hartmann | Trustee Trustee or director | 1 | $0 |
| David Hawk | Trustee Trustee or director | 1 | $0 |
| Jesse Huber | Trustee Trustee or director | 1 | $0 |
| Ronald Kuehn | Trustee Trustee or director | 1 | $0 |
| Mark Miller | Trustee Trustee or director | 1 | $0 |
| Terry Miller | Trustee Trustee or director | 1 | $0 |
| Mark Muehl | Trustee Trustee or director | 1 | $0 |
| Scott Seefeld | Trustee Trustee or director | 1 | $0 |
| Mark Swenson | Trustee Trustee or director | 1 | $0 |
| Renee Varga | Trustee Trustee or director | 1 | $0 |
| Amber Bahr | Trustee Trustee or director | 1 | $0 |
| Nathan Haak | Trustee Trustee or director | 1 | $0 |
| Roger Offermann | Trustee Trustee or director | 1 | $0 |
| Roger Paavola | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1333 S KIRKWOOD RD, SAINT LOUIS, MO 63122-7295
- In care of
- % ROBERT BOUCHE
- Principal officer (990 for 2025)
- Scott Seefeld, 1333 S Kirkwood Road, St Louis, MO 631227295
- Signed the 990
- Scott Seefeld, Chairman of the Board and Trustee
- Phone
- (314) 885-6744
- Website
- www.concordiaplans.org
Mission
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.
Program accomplishments
- Noninsured benefits of $74,057 were paid to members upon death of dependents. Monthly survivor benefits of $1,128,505 were paid to enrolled surviving dependents of deceased workers whose death occurred prior to 7/1/01. Insurance premiums of $6,655,605 were paid to provide lump sum death benefits for members and benefits for dependents.Expenses $7,858,167
- Health insurance contributions of $9,356,912 were paid for disabled workers and also for surviving dependents of deceased members whose deaths occurred prior to January 1, 1985.Expenses $9,356,912
- Disability benefits paid by a third party administrator of $9,130,234 to 1,075 members. In addition, there was miscellaneous expense of $180,527.Expenses $9,310,761
- CDSP had the following program service expenses: External claims services $1,510,720; Investment manager and custodian fees $183,599; Management fees paid to Concordia Plan Services $6,043,597Expenses $7,737,916
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-0919992
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $157,920,504
- Income (IRS master file)
- $30,498,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $30,986,269 | $34,263,756 | $183,291,382 | XML |
| 990 | December 2024 | $30,498,843 | $37,032,249 | $157,920,504 | XML |
| 990 | December 2023 | $29,222,508 | $34,839,496 | $146,494,507 | XML |
| 990 | December 2022 | $27,575,412 | $36,649,192 | $130,439,981 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-0919992).
Questions about CONCORDIA DISABILITY AND SURVIVOR PLAN
- What is the EIN of CONCORDIA DISABILITY AND SURVIVOR PLAN?
- The employer identification number (EIN) of CONCORDIA DISABILITY AND SURVIVOR PLAN is 43-0919992.
- Is CONCORDIA DISABILITY AND SURVIVOR PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to CONCORDIA DISABILITY AND SURVIVOR PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONCORDIA DISABILITY AND SURVIVOR PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONCORDIA DISABILITY AND SURVIVOR PLAN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONCORDIA DISABILITY AND SURVIVOR PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CONCORDIA DISABILITY AND SURVIVOR PLAN?
- The 990 for the year ended December 31, 2025 names Scott Seefeld.
- Who are the officers and directors of CONCORDIA DISABILITY AND SURVIVOR PLAN?
- The 990 for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does CONCORDIA DISABILITY AND SURVIVOR PLAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $30,986,269, expenses of $34,263,756 and total assets of $183,291,382 at year end.
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