Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$907K
- Dental$124K
- Life$77K
- Vision$50K
Sponsor portfolioTH
LAKEWOOD RESOURCE AND REFERRAL CENTER
EIN 20-1324142civic & social organizationLatest filing 2024
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$1.1M premiums
Participants
577
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 395 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
61%top
- STERLING INSURANCE CONCEPTS61%
- BENEFITMALL18%
- CENTERSTONE INSURANCE AND FINANCIAL7%
- MCO PARTNERS LLC6%
- SAMUEL STEINFELD5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHEMED RETIREMENT PLAN
403b
Assets$6.7M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAKEWOOD RESOURCE AND REFERRAL CENTER WRAP PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHEMED RETIREMENT PLAN | 403b | $6.7M | 441 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAKEWOOD RESOURCE AND REFERRAL CENTER WRAP PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 395 | 2024 |
Retirement plans
Welfare plans