Lutheran Homes of Michigan, Inc.'s EIN is 38-1358410.
Download the official 2024 Form 5500 (PDF) for Lutheran Homes of Michigan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Homes of Michigan, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | — | SPRINGFIELD, MA | INVESTMENT ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MMLIS |
| — |
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MICHIGAN PENSION GROUP | — | BATTLE CREEK, MI | TPA | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mass Mutual MM S&P 500 Index R4 N/R | Common Collective Trusts | — | — | $3.7M | 23.9% | |
| Capital Group American Funds Growth Fund of Amer R3 N/R | Mutual Funds | — | — | $1.6M | 10.1% | |
| Fidelity Investments Fidelity Advisor Total Bond A N/R | Mutual Funds | — | — | $1.3M | 8.5% | |
| T. Rowe Price T. Rowe Price 2025 R N/R | Other securities | — | — | $1.3M | 8.5% | |
| Northern Trust Asset Management Northern Small Cap Index N/R | Other securities | — | — | $985K | 6.3% | |
| Empower Funds Empower S&P Mid Cap 400 Index Fund L N/R | Common Collective Trusts | — | — | $921K | 5.9% | |
| Mass Mutual Mass Mutual Diversified Value N/R | Other securities | — | — | $883K | 5.7% | |
| T. Rowe Price T. Rowe Price 2035 R N/R | Other securities | — | — | $878K | 5.6% | |
| Capital Group American Funds Europacific GR R3 N/R | Mutual Funds | — | — | $856K | 5.5% | |
| Company Total insurance contracts at contract value | Common Stocks | — | — | $800K | 5.1% | |
| Empower Trust Company * Empower Annuity Insurance Mass Mutual Capital Reservation Account N/R | Common Stocks | — | — | $741K | 4.8% | |
| Code Section 403(b) Annuity Contracts * MASS MUTUAL LIFE INS CO Participant Directed Investments 0 | Common Stocks | — | — | $737K | 4.7% | |
| MASSMUTUAL QUALIFIED PLAN VAR ACCT MASS MUTUAL LIFE INS CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $584K | 3.8% | |
| T. Rowe Price T. Rowe Price 2045 R N/R | Other securities | — | — | $558K | 3.6% | |
| Capital Group American Funds Capital World G/I R3 N/R | Mutual Funds | — | — | $248K | 1.6% | |
| Insurance Company * Pacific Investment Management PIMCO Commodity Real Return Strategy N/R 2 Company LLC * Voya Financial VY CBRE Global Real Estate Portfolio N/R 3 Thrivent Financial for Lutherans * Thrivent Financial for Lutherans 403(b) Annuity Contracts and 403(b) (7) Custodial N/R | Mutual Funds | — | — | $241K | 1.5% | |
| T. Rowe Price T. Rowe Price 2055 R N/R | Other securities | — | — | $230K | 1.5% | |
| THRIVENT THRIVENT FINANCIAL FOR LUTHERANS · EIN 39-0123480 / PN 000 | Pooled Separate Account | — | — | $190K | 1.2% | |
| Insurance Company * Massachusetts Mutual Life Guaranteed Principal Acct (Flex Extra) N/R | Common Stocks | — | — | $149K | 1.0% | |
| Insurance * Massachusetts Mutual Life MML Blend N/R | Other securities | — | — | $134K | 0.9% | |
| Pacific Investment Management PIMCO Long-Term US Government A N/R | Mutual Funds | — | — | $109K | 0.7% | |
| Insurance Company * Massachusetts Mutual Life MML Blue Chip Growth N/R 545 Insurance Company * Massachusetts Mutual Life MML Equity N/R | Common Stocks | — | — | $86K | 0.6% | |
| Empower Trust Company Capital Group American Funds American Balanced R3 N/R | Mutual Funds | — | — | $85K | 0.5% | |
| T. Rowe Price T. Rowe Price 2015 R N/R | Other securities | — | — | $66K | 0.4% | |
| Insurance Contracts at Contract Value AXA Equitable Life Insurance Company * Capital AXA - Guaranteed Insurance Option N/R | Common Stocks | — | — | $59K | 0.4% | |
| Massachusetts Mutual Life Insurance Company Fidelity Investments Fidelity VIP Contrafund N/R | Pooled Separate Accounts | — | — | $52K | 0.3% | |
| Invesco Variable Insurance Funds Invesco V.I. Global N/R | Mutual Funds | — | — | $47K | 0.3% | |
| Invesco Variable Insurance Funds Invesco V.I. Equity and Income N/R | Mutual Funds | — | — | $36K | 0.2% | |
| Insurance Company Invesco Variable Insurance Funds Invesco Opp V.I. International Growth N/R 228 Invesco Variable Insurance Funds Invesco V.I. Capital Appreciation N/R | Mutual Funds | — | — | $36K | 0.2% | |
| Invesco Variable Insurance Funds Invesco V.I. U.S. Government Money N/R 1 * Massachusetts Mutual Life MML Balanced Allocation N/R | Mutual Funds | — | — | $33K | 0.2% | |
| Insurance Company * Massachusetts Mutual Life MML Foreign N/R 297 Insurance Company * Massachusetts Mutual Life MML Income & Growth N/R | Common Stocks | — | — | $32K | 0.2% | |
| Insurance Company * Massachusetts Mutual Life MML Managed Volatility N/R 739 Insurance Company * Massachusetts Mutual Life MML Mid Cap Growth N/R | Common Stocks | — | — | $32K | 0.2% | |
| Insurance Company * Massachusetts Mutual Life MML Mid Cap Value N/R | Common Stocks | — | — | $25K | 0.2% | |
| Invesco Variable Insurance Funds Invesco V.I. Discovery Mid Cap Growth N/R | Mutual Funds | — | — | $21K | 0.1% | |
| T. Rowe Price T. Rowe Price 2005 R N/R | Other securities | — | — | $20K | 0.1% | |
| Franklin Templeton Investments Franklin Core Plus Bond A N/R | Mutual Funds | — | — | $15K | <0.1% | |
| Invesco Variable Insurance Funds Invesco V.I. Health Care N/R | Mutual Funds | — | — | $15K | <0.1% | |
| Invesco Variable Insurance Funds Invesco V.I. Global Strategic Income N/R | Mutual Funds | — | — | $14K | <0.1% | |
| Company LLC T. Rowe Price T. Rowe Price Balanced R N/R | Common Stocks | — | — | $14K | <0.1% | |
| Insurance Company * Massachusetts Mutual Life MML Managed Bond N/R | Common Stocks | — | — | $12K | <0.1% | |
| Insurance Company * Massachusetts Mutual Life MML U.S. Government Money Market N/R | Cash / Money Market | — | — | $5K | <0.1% | |
| Massachusetts Mutual Life Fixed Account (Artistry) N/R | Other securities | — | — | $4K | <0.1% | |
| Insurance Company * Massachusetts Mutual Life MML Large Cap Growth N/R | Common Stocks | — | — | $1K | <0.1% |
