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  2. The Lighthouse, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Lighthouse, Inc.

EIN 38-2694908-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$21.7M assets
Health & Benefits
1
$98K premiums
Participants
902
1655 EAST CARO ROAD, P O BOX 289 - CARO, MI 48723989-673-2500LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401(k)-$10.9M - 336 part#002ESOP-$10.8M - 346 part#503Mixed-$98K - 30 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $21.7M assets / 682 participants

Assets by plan

Share of aggregate retirement assets

  • 401K RETIREMENT PLAN (#001)$10.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$10.8M
Total $21.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$10.9M
  • (Not disclosed)$10.8M
Total $21.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)346
  • 401K RETIREMENT PLAN (#001)336
Total 682Select a row to open it

Benefits portfolio analytics

1 plan / $98K premiums / 30 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$211K
  • Prescription drug$211K
  • Other$6K
Total $217K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

THE LIGHTHOUSE INC. 401K RETIREMENT PLAN

401(k)

Assets$10.9M
Participants336
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.8M
Participants346
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

THE LIGHTHOUSE INC. SELF-INSURED BENEFITS PLAN

Mixed - BLUE CARE NETWORK OF MICHIGAN

Premiums$98K
Covered lives30
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE LIGHTHOUSE INC. 401K RETIREMENT PLAN401(k)$10.9M3362025
#002THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.8M3462025
  • THE LIGHTHOUSE INC. 401K RETIREMENT PLAN$10.9M
    #001 · 401(k) · 2025336
  • THE LIGHTHOUSE, INC. EMPLOYEE STOCK OWNERSHIP PLAN$10.8M
    #002 · ESOP · 2025346

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503THE LIGHTHOUSE INC. SELF-INSURED BENEFITS PLANMixedBLUE CARE NETWORK OF MICHIGAN$98K302025
  • THE LIGHTHOUSE INC. SELF-INSURED BENEFITS PLAN$98K
    #503 · Mixed · BLUE CARE NETWORK OF MICHIGAN · 202530
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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