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Sponsor portfolioTH

LUTHERAN IMMIGRATION & REFUGEE SERVICE DBA GLOBAL REFUGE

EIN 13-2574854-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$20.1M assets
Welfare
1
$588K premiums
Participants
1,517
700 LIGHT STREET - BALTIMORE, MD 21230410-230-2700higheradvantage.orgLinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filings
#001403b-$20.1M - 990 part#501Mixed-$588K - 524 lives

Benefits portfolio analytics

1 plan / $588K premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$351K
  • Other$316K
  • Long-term disability$152K
  • Vision$68K
  • Health$17K
Total $588K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
  • VISION SERVICE PLAN12%
  • TELUS HEALTH (US) LTD.3%
Total $588K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • AP BENEFIT ADVISORS, LLC94%
  • HILB GROUP OF NEW ENGLAND6%
Total $121K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUTHERAN IMMIGRATION AND REFUGEE SERVICE 403(B) PLAN

403b

Assets$20.1M
Participants990
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUTHERAN IMMIGRATION & REFUGEE SERVICE WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$588K
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUTHERAN IMMIGRATION AND REFUGEE SERVICE 403(B) PLAN403b$20.1M9902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUTHERAN IMMIGRATION & REFUGEE SERVICE WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$588K5242025
Retirement plans
Welfare plans
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