Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$925K
- Prescription drug$925K
- Dental$71K
- Life$36K
- Long-term disability$36K
- Other$36K
- +1 more
Sponsor portfolio
GRACE LUTHERAN FOUNDATION, INC.
EIN 39-6040444Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.0M premiums
Participants
513
PO BOX 287 - EAU CLAIRE, WI 54701715-832-3003
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- SECURITY HEALTH PLAN OF WISCONSIN, INC.88%
- DELTA DENTAL OF CALIFORNIA7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- M3 INSURANCE SOLUTIONS INC99%
- WATCHTOWER TECHNOLOGIES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GRACE LUTHERAN FOUNDATION, INC. AND AFFILIATES 401(K) PLAN
401k
Assets$4.7M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRACE LUTHERAN FOUNDATION INC ERISA WELFARE PLAN
Fully Insured - SECURITY HEALTH PLAN OF WISCONSIN, INC.
Premiums$1.0M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRACE LUTHERAN FOUNDATION, INC. AND AFFILIATES 401(K) PLAN | 401k | $4.7M | 355 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GRACE LUTHERAN FOUNDATION INC ERISA WELFARE PLAN | Fully Insured | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $1.0M | 158 | 2025 |
Retirement plans
Welfare plans