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  2. Castlelake L.P.
  • Benefits analytics
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Filings through Oct 24, 2026.

Castlelake L.P.

EIN 20-3323857-financial services-Latest filing 2025
Plans
2
Retirement
1
$43.9M assets
Health & Benefits
1
$4.1M premiums
Participants
377
250 NICOLLET MALL, SUITE 900 - MINNEAPOLIS, MN 55401612-851-3000castlelake.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$43.9M - 216 part#501Fully insured-$4.1M - 377 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.1M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.1M
  • Health$3.8M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Life$275K
  • Long-term disability$275K
  • +1 more
Total $4.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CASTLELAKE, LP RETIREMENT SAVINGS PLAN

401(k)

Assets$43.9M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CASTLELAKE, L.P. WELFARE & BENEFIT PLAN

Fully insured - HEALTHPARTNERS, INC.

Premiums$4.1M
Covered lives377
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CASTLELAKE, LP RETIREMENT SAVINGS PLAN401(k)$43.9M2162024
  • CASTLELAKE, LP RETIREMENT SAVINGS PLAN$43.9M
    #002 · 401(k) · 2024216

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CASTLELAKE, L.P. WELFARE & BENEFIT PLANFully insuredHEALTHPARTNERS, INC.$4.1M3772025
  • CASTLELAKE, L.P. WELFARE & BENEFIT PLAN$4.1M
    #501 · Fully insured · HEALTHPARTNERS, INC. · 2025377
Retirement plans
Health & Benefits plans

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