Updated:
Concordia Plan Services of The Lutheran Church-Missouri Synod (LCMS)
Concordia Plan Services operates the employee benefit programs of the Lutheran Church-Missouri Synod. It maintains three primary trusts that hold retirement,...
Concordia Plan Services of The Lutheran Church-Missouri Synod (LCMS)
Concordia Plan Services operates the employee benefit programs of the Lutheran Church-Missouri Synod. It maintains three primary trusts that hold retirement, health, and disability assets for synod workers. The firm allocates across domestic equities, international equities, private equity funds, and real assets. Confirmed holdings include commitments to Dover Street IX LP, HarbourVest 2016 Global Fund LP, and ECI Partners Fund. Geographic exposure spans the United States and Western Europe. NEPC serves as general investment consultant while Aon Townsend advises the real assets sleeve. The organization employs 51 professionals at its St. Louis headquarters. It participates in the Church Benefits Association and Defined Contribution Institutional Investment Association. November 2024: Spoke at the Church Benefits Association Annual Conference on regulatory concerns for church plans. Governance rests with the LCMS as sole member, which also maintains the separate LCMS Foundation for endowment and planned giving services.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
1333 South Kirkwood Road, St. Louis, MO 63122-9007, United States
Principals
James F. Sanft
President and Chief Executive Officer
Brian Gardner
Vice President and Chief Investment Officer
Rob Bouché
Vice President, CFO, and CAO
Sector focus
Frequently asked questions
Who runs investment decisions at Concordia Plan Services?
Brian Gardner serves as Vice President and Chief Investment Officer. He oversees allocations across the retirement plan trust and coordinates with external consultants including NEPC.
Does Concordia Plan Services participate in fund commitments or only direct deals?
The firm commits to private equity funds and secondaries vehicles. Holdings include Dover Street IX LP and HarbourVest 2016 Global Fund LP through the Concordia Retirement Plan.
How is Concordia Plan Services related to the Lutheran Church-Missouri Synod?
The LCMS is the sole member and parent organization. Concordia Plan Services administers benefits exclusively for LCMS ministries, congregations, and workers.
What asset classes does Concordia Plan Services allocate to?
Allocations include domestic and international equities, private equity, and real assets. Real assets receive advisory support from Aon Townsend.
Which organizations advise Concordia Plan Services on investments?
NEPC acts as general investment consultant. Additional advisors include Aon Townsend for real assets and 50 South Capital and JP Morgan Private Equity Group for private equity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: