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  1. Companies/
  2. Luminate Bank

Filings through Oct 24, 2026.

Sponsor portfolio

Luminate Bank

EIN 41-0531676-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$5.6M premiums
Participants
1,781
2523 SOUTH WAYZATA BLVD, SUITE 200 - MINNEAPOLIS, MN 55405952-698-3300
Plans on this EIN
2 filings
#002401(k)-$39.1M - 1,152 part#501Fully insured-$5.6M - 1,204 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 1,204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Dental$5.6M
  • Vision$5.6M
  • Life$5.6M
  • Short-term disability$5.6M
  • Long-term disability$5.6M
  • +2 more
Total $5.6M8 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LUMINATE BANK RETIREMENT PLAN

401(k)

Assets$39.1M
Participants1,152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUMINATE BANK HEALTH AND WELFARE PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives1,204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LUMINATE BANK RETIREMENT PLAN401(k)$39.1M1,1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUMINATE BANK HEALTH AND WELFARE PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M1,2042025
Retirement plans
Welfare plans
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