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  2. THE LUTHER HOLDING COMPANY
Sponsor portfolio

THE LUTHER HOLDING COMPANY

EIN 41-1655557-political organization-Latest filing 2025
Plans
4
Retirement
3
$318.9M assets
Welfare
1
$1.8M premiums
Participants
9,391
3701 ALABAMA AVENUE SOUTH - SAINT LOUIS PARK, MN 55416952-258-8849LinkedIn1-10 employeespolitical organization
Plans on this EIN
4 filings
#001401k-$317.0M - 5,994 part#002Nonqualified-$1.2M - 55 part#004Nonqualified-$702K - 65 part#501Mixed-$1.8M - 8,354 lives

Retirement portfolio analytics

3 plans aggregated / $318.9M assets / 6,114 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PLUS RETIREMENT PLAN (#001)99%
  • PLAN AND TRUST (#002)0%
  • PLAN AND TRUST (#004)0%
Total $318.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLUS RETIREMENT PLAN (#001)5,994
  • PLAN AND TRUST (#004)65
  • PLAN AND TRUST (#002)55
Total 6,114Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 8,354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Life$1.5M
  • Long-term disability$1.5M
  • Vision$154K
Total $1.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • RELIASTAR LIFE INSURANCE COMPANY85%
  • EYEMED VISION CARE8%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • BSC AGENCY LLC7%
  • BUSINESSOLVER.COM, INC.1%
Total $197K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE LUTHER HOLDING COMPANY SAVINGS PLUS RETIREMENT PLAN

401k

Assets$317.0M
Participants5,994
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LUTHER HOLDING COMPANY MANAGEMENT INCENTIVE PLAN AND TRUST

Nonqualified

Assets$1.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LUTHER AUTOMOTIVE MANAGEMENT INCENTIVE PLAN AND TRUST

Nonqualified

Assets$702K
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LUTHER HOLDING COMPANY HEALTH WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives8,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001THE LUTHER HOLDING COMPANY SAVINGS PLUS RETIREMENT PLAN401k$317.0M5,9942024
002THE LUTHER HOLDING COMPANY MANAGEMENT INCENTIVE PLAN AND TRUSTNonqualified$1.2M552024
004LUTHER AUTOMOTIVE MANAGEMENT INCENTIVE PLAN AND TRUSTNonqualified$702K652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LUTHER HOLDING COMPANY HEALTH WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.8M8,3542025
Retirement plans
Welfare plans
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