Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$55K
- Other$49K
- Life$19K
- Vision$14K
- Long-term disability$4K
Sponsor portfolioTH
BARTELS LUTHERAN HOME
EIN 42-0752685hospital & health careLatest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$981K premiums
Participants
420
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $981K premiums / 212 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA6%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
94%top
- PEDERSEN DOWIE CLABBY & MCCAUSLAND94%
- GALLAGHER BENEFIT SERVICES, INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARTELS LUTHERAN HOME RETIREMENT COMMUNITY 401(K) PLAN
401k
Assets$3.8M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BARTELS LUTHERAN HOME WELFARE BENEFITS PLAN
Mixed - WELLMARK HEALTH PLAN OF IOWA
Premiums$981K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARTELS LUTHERAN HOME RETIREMENT COMMUNITY 401(K) PLAN | 401k | $3.8M | 208 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BARTELS LUTHERAN HOME WELFARE BENEFITS PLAN | Mixed | WELLMARK HEALTH PLAN OF IOWA | $981K | 212 | 2025 |
Retirement plans
Welfare plans