Select Page

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION

Plan Contact

Please log in to view contact information.

Plan General Information

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Total Retirement Plan Assets

At the end of 1999, the total retirement plan assets of LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is $193,246,266.00.This plan was established in 1974.

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Total Number of Retirement Plan Participants

At the end of 1999, the total number of retirement plan participants in LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is 7223

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Average Participant Retirement Account Value

In 1999, the average participant retirement account value for LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is $26,754.00

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Estimated Average Employee Contribution Amount

In 1999, the estimated average employee contribution amount per participant for LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is $2,725.00.

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Estimated Average Employer Match

In 1999, the estimated average employer match for an employee in LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is approximately $1,094.00
Investing in this additonal $1,094.00 for 20 years would give you extra $70,041.00, assuming a 10% annual return.

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Total Employer Contribution and Match Rate

In 1999, LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION allocates $7,904,809.00 to match its employees' contributions, providing an employer match rate of 80.31% of their contributions

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Total Retirement Plan Asset Growth Rate

In 1999, the total retirement plan asset growth rate of LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is 19.16%.

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Estimated Aggregate Retirement Account Investment Gain/Loss

In 1999, the estimated aggregate retirement account investment gain/loss for LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is 15.45%. This measures the effectiveness of the plan participants' investments in the year.

LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION Expense Ratio

In 1999, the investment and administrative expense ratio of LUTHERAN HEALTH SYSTEMS EMPLOYEE PENSION is 0.29%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...