Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$343K
- Other$28K
- Life$13K
- Long-term disability$13K
Sponsor portfolio
LUTHERAN HOMES OF OCONOMOWOC, INC
EIN 39-0845016medical practiceLatest filing 2025
Plans
5
Retirement
1
$13.3M assets
Welfare
4
$371K premiums
Participants
1,091
Benefits portfolio analytics
4 plans / $371K premiums / 128 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- COMPANION LIFE INSURANCE COMPANY92%
- UNITED HEALTHCARE INSURANCE COMPANY4%
- SYMETRA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- M3 INSURANCE SOLUTIONS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN
403b
Assets$13.3M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN
Mixed - COMPANION LIFE INSURANCE COMPANY
Premiums$358K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$13K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN | 403b | $13.3M | 483 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN | Mixed | COMPANION LIFE INSURANCE COMPANY | $358K | 128 | 2025 | |
| 501 | LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $13K | 0 | 2025 | |
| 502 | LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 503 | LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans