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Sponsor portfolioTH

LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN

EIN 39-0816846-medical practice-Latest filing 2025
Plans
3
Retirement
1
$28.4M assets
Welfare
2
$585K premiums
Participants
1,911
6737 W WASHINGTON STREET, SUITE 2275 - WEST ALLIS, WI 53214414-281-4400LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001403b-$28.4M - 1,078 part#502Mixed-$585K - 813 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $585K premiums / 813 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$512K
  • Life$386K
  • Short-term disability$386K
  • Long-term disability$386K
  • Vision$73K
Total $585K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • STANDARD INSURANCE COMPANY66%
  • RELIASTAR LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE12%
Total $585K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $105K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN

403b

Assets$28.4M
Participants1,078
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LUTHERAN SOCIAL SERVICES LIFE AD&D AND LTD PLANS

Mixed - STANDARD INSURANCE COMPANY

Premiums$585K
Covered lives813
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LUTHERAN SOCIAL SERVICES FSA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN403b$28.4M1,0782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LUTHERAN SOCIAL SERVICES LIFE AD&D AND LTD PLANSMixedSTANDARD INSURANCE COMPANY$585K8132025
503LUTHERAN SOCIAL SERVICES FSA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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