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Sponsor portfolio

LUTHERAN HOMES SOCIETY

EIN 42-0698201-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$27K premiums
Participants
352
2421 LUTHERAN DRIVE - MUSCATINE, IA 527619392763-400-9823LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#003403b-$2.2M - 252 part#501Mixed-$27K - 100 lives

Benefits portfolio analytics

1 plan / $27K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$11K
  • Life$9K
  • Long-term disability$4K
  • Other$3K
Total $27K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $27K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LUTHERAN HOMES SOCIETY DBA LUTHERAN LIVING SENIOR CAMPUS EMPLOYEES RETIREMENT PLAN

403b

Assets$2.2M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LUTHERAN HOME SOCIETY HEALTH WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$27K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LUTHERAN HOMES SOCIETY DBA LUTHERAN LIVING SENIOR CAMPUS EMPLOYEES RETIREMENT PLAN403b$2.2M2522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LUTHERAN HOME SOCIETY HEALTH WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$27K1002025
Retirement plans
Welfare plans
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