What public Form 5500 filings show about the Gundersen Lutheran Administrative Services, Inc. 401(k) plan — and how to find and check your own account.
Gundersen Lutheran Administrative Services, Inc. (EIN 39-1606449) reports GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN on its most recent Form 5500, with $2.9B in plan assets across 9,660 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Gundersen Lutheran Administrative Services, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gundersen Lutheran Administrative Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARQUETTE ASSOCIATES, SYSTEMATIC FINANCIAL MANAGEMENT, DODGE & COX, WILLIS TOWERS WATSON MIDWEST, MATRIX TRUST, SIT INV ASSOC.
