PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE LUTHERAN UNIVERSITY ASSOCIATION
Sponsor portfolioTH

THE LUTHERAN UNIVERSITY ASSOCIATION

EIN 35-0868125-Latest filing 2025
Plans
2
Retirement
1
$236.2M assets
Welfare
1
$723K premiums
Participants
2,612
1700 CHAPEL DRIVE - VALPARAISO, IN 46383219-464-5215
Plans on this EIN
2 filings
#001403b-$236.2M - 2,152 part#504Fully Insured-$723K - 501 lives

Benefits portfolio analytics

1 plan / $723K premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$460K
  • Vision$460K
  • Life$184K
  • Long-term disability$184K
  • Other$184K
  • Health$80K
Total $723K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA64%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • UNITED AMERICAN INSURANCE COMPANY11%
Total $723K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MJ INSURANCE63%
  • JAMES R NELLIGAN & ASSOCIATES LLC26%
  • AMWINS11%
Total $131K3 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

VALPARAISO UNIVERSITY RETIREMENT PLAN

403b

Assets$236.2M
Participants2,152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

COMPREHENSIVE HEALTH PLAN FOR VALPARAISO UNIVERSITY EMPLOYEES

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$723K
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALPARAISO UNIVERSITY RETIREMENT PLAN403b$236.2M2,1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504COMPREHENSIVE HEALTH PLAN FOR VALPARAISO UNIVERSITY EMPLOYEESFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$723K5012025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica