Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
EIN 39-1606449Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$2.90B assets
Welfare
1
$9.0M premiums
Participants
12,735
1900 SOUTH AVENUE - LA CROSSE, WI 54601608-782-7300
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.90B assets / 12,735 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- AMERICAN UNITED LIFE INSURANCE CO99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $9.0M premiums / 0 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$3.7M
- Other$3.5M
- Life$3.1M
- Short-term disability$1.8M
Carrier market share
Premium dollars by Schedule A carrier
71%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
- RELIANCE STANDARD LIFE INSURANCE COMPANY28%
- ARAG INSURANCE COMPANY1%
- STARR INDEMNITY & LIABILITY COMPANY0%
- SUN LIFE ASSURANCE COMPANY OF CANADA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- WILLIS TOWERS WATSON US LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN
401k
Assets$2.87B
Participants12,092
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GUNDERSEN HEALTH SYSTEMS 403(B) PLAN
403b
Assets$28.6M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GUNDERSEN LUTHERAN WELFARE BENEFIT
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$9.0M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | 401k | $2.87B | 12,092 | 2024 | |
| 003 | GUNDERSEN HEALTH SYSTEMS 403(B) PLAN | 403b | $28.6M | 643 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GUNDERSEN LUTHERAN WELFARE BENEFIT | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9.0M | 0 | 2024 |
Retirement plans
Welfare plans