PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LUTHERAN SENIOR SERVICES DBA EVERTRUE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 43-0654862

LUTHERAN SENIOR SERVICES DBA EVERTRUE

1150 HANLEY INDUSTRIAL COURT · ST. LOUIS, MO 63144
3144462487
Plans filed
5
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
2,189
No prior year
Total participants
2,194
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$1.2M
LUTHERAN SENIOR SERVICES DBA EVERTRUE BENEFITS PLAN
Mixed2,189 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$295K
LUTHERAN SENIOR SERVICES GROUP LIFE INSURANCE PLAN
Fully insured2,161 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #505$293K
LUTHERAN SENIOR SERVICES GROUP LONG TERM DISABILITY INSURANCE
Fully insured1,630 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #512$153K
LUTHERAN SENIOR SERVICES HEALTH INSURANCE PLAN
Mixed2,091 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
Plan #510$0
LUTHERAN SENIOR SERVICES GROUP FLEXIBLE SPENDING PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$996K26.5%
Life$869K23.1%
Short-term disability$869K23.1%
Long-term disability$869K23.1%
Vision$163K4.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$869K75.0%112,189
EYEMED VISION CARE
EIN 430949844
V
$163K14.0%112,168
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$127K11.0%11498

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXRELIASTAR LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY INS CO., LINCOLN NATIONAL LIFE INSURANCE COMPANY$143K$68K$211K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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