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Sponsor portfolioTH

LUMINATE HOME LOANS, INC.

EIN 41-1941324-banking-Latest filing 2024
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$6.4M premiums
Participants
1,601
2523 SOUTH WAYZATA BLVD, SUITE 200 - MINNEAPOLIS, MN 55405952-698-3300LinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$25.2M - 977 part#501Fully Insured-$6.4M - 1,194 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 1,194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Dental$6.4M
  • Vision$6.4M
  • Life$6.4M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED HEALTHCARE INSURANCE COMPANY100%
Total $6.4M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $130K1 slice

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 HOME LOANS RETIREMENT PLAN

401k

Assets$25.2M
Participants977
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUMINATE HOME LOANS, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives1,194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LUMINATE HOME LOANS RETIREMENT PLAN401k$25.2M9772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUMINATE HOME LOANS, INC. HEALTH AND WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$6.4M1,1942024
Retirement plans
Welfare plans
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