Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$343K
- Other$28K
- Life$13K
- Long-term disability$13K
Filings through .
Lutheran Homes of Oconomowoc, Inc.
EIN 39-0845016medical practiceLatest filing 2025
Plans
5
Retirement
1
$14.7M assets
Health & Benefits
4
$371K premiums
Participants
1,129
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $371K premiums / 128 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#003
LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN
403(b)
Assets$14.7M
Participants521
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP HEALTH PLAN
Mixed - COMPANION LIFE INSURANCE COMPANY
Premiums$358K
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP TERM LIFE INSURANCE PLAN
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$13K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LUTHERAN HOMES OF OCONOMOWOC, INC FAMILY DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
LUTHERAN HOMES OF OCONOMOWOC, INC GROUP SHORT TERM DISABILITY 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 |
|---|---|---|---|---|---|
| #003 | LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN | 403(b) | $14.7M | 521 | 2025 |
- #003 · 403(b) · 2025521
Health & Benefits plans
4 plans on this EIN
| 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 |
- #504 · Mixed · COMPANION LIFE INSURANCE COMPANY · 2025128
- #501 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 20250
- #502 · Self-funded · 20250
- #503 · Self-funded · 20240
Retirement plans
Health & Benefits plans