Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $57.8M assets / 1,522 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $9.1M premiums / 2,841 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
Fully insured - HIGHMARK, INC.
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Fully insured - RELIASTAR LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LUTHERAN SENIORLIFE EMPLOYEES' RETIREMENT SAVINGS PLAN | 403(b) | $56.6M | 1,502 | 2025 |
| #001 | LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT& HEALTH CENTER RETIREMENT PLAN FOR THE PRE-2005 NURSES AIDES UNION EMPLOYEES | 403(b) | $1.2M | 20 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LUTHERAN SENIORLIFE HEALTH AND WELFARE PLAN | Fully insured | HIGHMARK, INC. | $8.0M | 2,439 | 2025 |
| #502 | LUTHERAN SENIORLIFE LIFE AND DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $975K | 0 | 2025 |
| #503 | LUTHERAN SENIORLIFE WORKPLACE BENEFITS PLAN | Fully insured | RELIASTAR LIFE INSURANCE COMPANY | $116K | 402 | 2025 |