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Sponsor portfolioTH

LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT & HEALTH CENTER

EIN 25-1527666-Health Care and Social Assistance-Latest filing 2025
Plans
5
Retirement
2
$54.5M assets
Welfare
3
$9.1M premiums
Participants
3,559
191 SCHARBERRY LANE - MARS, PA 16046724-776-1100
Plans on this EIN
5 filings
#002403b-$53.3M - 1,527 part#001403b-$1.2M - 20 part#501Fully Insured-$8.0M - 2,439 lives#502Fully Insured-$975K - 0 lives#503Fully Insured-$116K - 402 lives

Retirement portfolio analytics

2 plans aggregated / $54.5M assets / 1,547 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • EMPLOYEES' RETIREMENT Savings (#002)98%
  • AIDES UNION EMPLOYEES (#001)2%
Total $54.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT Savings (#002)1,527
  • AIDES UNION EMPLOYEES (#001)20
Total 1,547Click row to drill in

Benefits portfolio analytics

3 plans / $9.1M premiums / 2,841 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$2.5M
  • Long-term disability$402K
  • Other$346K
  • Dental$282K
  • Life$274K
  • +2 more
Total $9.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • RELIASTAR LIFE INSURANCE COMPANY1%
Total $9.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HENDERSON BROTHERS, INC.100%
Total $138K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUTHERAN SENIORLIFE EMPLOYEES' RETIREMENT SAVINGS PLAN

403b

Assets$53.3M
Participants1,527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT& HEALTH CENTER RETIREMENT PLAN FOR THE PRE-2005 NURSES AIDES UNION EMPLOYEES

403b

Assets$1.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUTHERAN SENIORLIFE HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$8.0M
Covered lives2,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LUTHERAN SENIORLIFE LIFE AND DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$975K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LUTHERAN SENIORLIFE WORKPLACE BENEFITS PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$116K
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LUTHERAN SENIORLIFE EMPLOYEES' RETIREMENT SAVINGS PLAN403b$53.3M1,5272024
001LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT& HEALTH CENTER RETIREMENT PLAN FOR THE PRE-2005 NURSES AIDES UNION EMPLOYEES403b$1.2M202025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUTHERAN SENIORLIFE HEALTH AND WELFARE PLANFully InsuredHIGHMARK, INC.$8.0M2,4392025
502LUTHERAN SENIORLIFE LIFE AND DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$975K02025
503LUTHERAN SENIORLIFE WORKPLACE BENEFITS PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$116K4022025
Retirement plans
Welfare plans
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