Gundersen Lutheran Administrative Services 401(k) and retirement plans

Gundersen Lutheran Administrative Services, Inc., La Crosse, WI. EIN 39-1606449. Annual reports 2009–2024. Also filed as Gundersen Lutheran Administrative Services, Inc.

Gundersen Lutheran Administrative Services, Inc. has one active retirement plan on file, the Gundersen Lutheran Employees' Retirement Plan, with 12,092 participants and $2.9 billion in assets in 2024. OneAmerica has been its recordkeeper since 2016. No traditional pension plan appears in Gundersen Lutheran Administrative Services's filings since 2009.

Active plans: 1
Participants: 12,092
Plan assets: $2.9 billion
401(k) recordkeeper: OneAmerica
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Gundersen Lutheran Employees' Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 39-1606449
Participants (2024): 12,092
Net assets (2024): $2.9 billion
Recordkeeper: OneAmericaEarlier: Newport Retirement Services (2009–2014)
Plan administrator: Gundersen Retirement Oversight Committee
1900 South Avenue, FS6-002
La Crosse, WI 54601
(608) 782-7300As filed for 2024
In effect since: January 1, 1984

Plans merged into this one: Gundersen Lutheran Employees Pension Plan (2009).

Earlier plan names: Gundersen Lutheran Employees Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,092	$2.9 billion	OneAmerica
2023	10,623	$2.5 billion	OneAmerica
2022	9,526	$2.2 billion	OneAmerica
2021	9,184	$2.6 billion	OneAmerica
2020	8,946	$2.3 billion	OneAmerica
2019	8,724	$2.1 billion	OneAmerica
2018	8,548	$1.7 billion	OneAmerica
2017	8,311	$1.8 billion	OneAmerica
2016	7,848	$1.6 billion	OneAmerica
2015	7,512	$1.5 billion	not listed
2014	7,363	$1.5 billion	Newport Retirement Services
2013	7,218	$1.4 billion	Newport Retirement Services
2012	7,186	$1.2 billion	Newport Retirement Services
2011	6,914	$1.0 billion	Newport Retirement Services
2010	6,842	$1.0 billion	Newport Retirement Services
2009	6,887	$887 million	Newport Retirement Services

Gundersen Lutheran Employees Pension Plan

Money purchase pensionMerged

Merged. In 2009 its assets moved to the Gundersen Lutheran Employee Retirement Plan, sponsored by Gundersen Lutheran Administrative Services, Inc. (EIN 39-1606449, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 39-1606449
Recordkeeper: Newport Retirement Services2009
Plan administrator: Gundersen Lutheran Retirement Benefits Committee
1900 South Avenue,mail Stop NCA3-04
La Crosse, WI 54601
(608) 782-7300As filed for 2009
In effect since: October 25, 1945

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the Gundersen Lutheran Employees' Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 782-7300). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Gundersen Lutheran Employees' Retirement Plan

Gundersen Lutheran Employees Pension Plan

If you had money in one of these plans

What these numbers are

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