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
Filings through .
Top hat
Lutheran Social Services of Wisconsin and Upper Michigan
EIN 39-0816846medical practiceLatest filing 2025
Plans
3
Retirement
1
$33.5M assets
Health & Benefits
2
$585K premiums
Participants
1,966
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $585K premiums / 813 covered lives
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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
LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN
403(b)
Assets$33.5M
Participants1,133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
LUTHERAN SOCIAL SERVICES LIFE AD&D AND LTD PLANS
Mixed - STANDARD INSURANCE COMPANY
Premiums$585K
Covered lives813
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
LUTHERAN SOCIAL SERVICES FSA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LUTHERAN SOCIAL SERVICES TAX DEFERRED ANNUITY PLAN | 403(b) | $33.5M | 1,133 | 2025 |
- #001 · 403(b) · 20251,133
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | LUTHERAN SOCIAL SERVICES LIFE AD&D AND LTD PLANS | Mixed | STANDARD INSURANCE COMPANY | $585K | 813 | 2025 |
| #503 | LUTHERAN SOCIAL SERVICES FSA PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Mixed · STANDARD INSURANCE COMPANY · 2025813
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans