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Form 5500 · Employee benefit plan · WEST ALLIS, WI

LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN

Public Form 5500 records show how LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN (WEST ALLIS, WI) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0816846 · plan 502 · as of Jul 2026

Participants
678
Carriers on file
3
Disclosed commissions
$96,299
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
RELIASTAR LIFE INSURANCE COMPANY904December$62,905
STANDARD INSURANCE COMPANYLife, Disability732December$33,394
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision756December$0

Questions

Who is LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN's benefits broker?

Per its most recent Form 5500 Schedule A, LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN use?

LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN's benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN's group plan renew?

The most recent Schedule A policy period for LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.