Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THRIVENT FINANCIAL FOR LUTHERANS
EIN 39-0123480investment managementLatest filing 2024
Plans
5
Retirement
3
$3.51B assets
Welfare
2
$4.8M premiums
Participants
30,700
600 PORTLAND AVENUE SOUTH, SUITE 100 - MINNEAPOLIS, MN 554154402612-844-4050LinkedIn1-10 employeesinvestment management
Retirement portfolio analytics
3 plans aggregated / $3.51B assets / 22,568 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- (Not disclosed)51%
- GREAT-WEST LIFE & ANNUITY INSURANCE49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.8M premiums / 9,465 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.0M
- Life$3.2M
- Long-term disability$3.2M
- Vision$729K
- Health$68K
- Prescription drug$47K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- HARTFORD LIFE AND ACCIDENT67%
- UNITEDHEALTHCARE INSURANCE COMPANY30%
- BLUE CROSS OF CALIFORNIA2%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
79%top
- WILLIS TOWERS WATSON US LLC79%
- REUBEN WARNER ASSOCIATES, INC.12%
- BROWN AND BROWN OF FLORIDA, INC.9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
THRIVENT 401(K) PLAN
401k
Assets$1.72B
Participants9,207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN
CashBalance
Assets$1.33B
Participants10,729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
THRIVENT CAPITAL ACCUMULATION PLAN
MoneyPurchase
Assets$460.7M
Participants2,632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THRIVENT WELFARE BENEFITS WRAP PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$4.7M
Covered lives9,433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
THRIVENT RETIREE'S MEDICAL PLAN
Fully Insured - BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA
Premiums$115K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | THRIVENT 401(K) PLAN | 401k | $1.72B | 9,207 | 2024 | |
| 001 | THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | CashBalance | $1.33B | 10,729 | 2024 | |
| 008 | THRIVENT CAPITAL ACCUMULATION PLAN | MoneyPurchase | $460.7M | 2,632 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THRIVENT WELFARE BENEFITS WRAP PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $4.7M | 9,433 | 2024 | |
| 506 | THRIVENT RETIREE'S MEDICAL PLAN | Fully Insured | BCBSMN, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $115K | 32 | 2024 |
Retirement plans
Welfare plans