PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRESBYTERIAN HOMES & SERVICES
Sponsor portfolioTH

PRESBYTERIAN HOMES & SERVICES

EIN 41-0758756-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$213.4M assets
Welfare
1
$1.8M premiums
Participants
18,454
2845 HAMLINE AVENUE NORTH - ROSEVILLE, MN 55113651-631-6144preshomes.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#007403b-$121.8M - 8,914 part#006MoneyPurchase-$91.5M - 5,767 part#501Mixed-$1.8M - 5,747 lives

Retirement portfolio analytics

2 plans aggregated / $213.4M assets / 14,681 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • DEFERRED ANNUITY PLAN (#007)57%
  • AND INVESTMENT PLAN (#006)43%
Total $213.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $213.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#007)8,914
  • AND INVESTMENT PLAN (#006)5,767
Total 14,681Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 5,747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$911K
  • Short-term disability$911K
  • Long-term disability$911K
  • Vision$200K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SYMETRA LIFE INSURANCE COMPANY89%
  • HEALTH VENTURES NETWORK11%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • BCINSOURCING, LLC63%
  • LOCKTON COMPANIES, LLC37%
Total $728K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN

403b

Assets$121.8M
Participants8,914
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLAN

MoneyPurchase

Assets$91.5M
Participants5,767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESBYTERIAN HOMES & SERVICES HEALTH AND WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives5,747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007PRESBYTERIAN HOMES AND SERVICES TAX DEFERRED ANNUITY PLAN403b$121.8M8,9142024
006PRESBYTERIAN HOMES AND SERVICES EMPLOYEES RETIREMENT SAVINGS AND INVESTMENT PLANMoneyPurchase$91.5M5,7672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESBYTERIAN HOMES & SERVICES HEALTH AND WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.8M5,7472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica