Lutheran Seniorlife/Passavant Retirement & Health Center 403(b) match, vesting and fees
What Lutheran Seniorlife/Passavant Retirement & Health Center's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Mccall, Scanlon & Tice, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Lutheran Seniorlife/Passavant Retirement & Health Center: employer contribution per participant | $1,002 | |
| Peer median | $1,337 |
| Lutheran Seniorlife/Passavant Retirement & Health Center: average balance | $57,210 | |
| Peer median | $35,764 |
| Lutheran Seniorlife/Passavant Retirement & Health Center: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49M at the end of plan year 2021 to $53.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,527 | $53.3M | $933K | $1,002 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 1,489 | $49.1M | $870K | $925 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 1,462 | $42.1M | $809K | $861 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 1,536 | $49M | $827K | $869 | 0.22% | Not published | Form 5500 ↗ |
Other Lutheran Seniorlife/Passavant Retirement & Health Center plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Lutheran Seniorlife/Passavant Retirement& Health Center Retirement Plan for the Pre-2005 Nurses Aides Union Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Lutheran Seniorlife/Passavant Retirement & Health Center match 401(k) contributions?
The match terms for the Lutheran Seniorlife Employees' Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $933K in employer contributions, about $1,002 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lutheran Seniorlife/Passavant Retirement & Health Center 401(k) match vested?
The vesting schedule for the Lutheran Seniorlife Employees' Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lutheran Seniorlife/Passavant Retirement & Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Lutheran Seniorlife/Passavant Retirement & Health Center.
I left Lutheran Seniorlife/Passavant Retirement & Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lutheran Seniorlife/Passavant Retirement & Health Center, (724) 742-2252) or the recordkeeper, Transamerica Retirement Solutions. The Lutheran Seniorlife/Passavant Retirement & Health Center old 401(k) page lists the contacts from every plan filing. Find an old Lutheran Seniorlife/Passavant Retirement & Health Center 401(k)
Data from the public Form 5500 annual reports Lutheran Seniorlife/Passavant Retirement & Health Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lutheran Seniorlife/Passavant Retirement & Health Center. Not financial advice. Report a correction · Methodology