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Sponsor portfolio

LAKESIDE YOUTH SERVICE

EIN 23-6050758-education management-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$1.1M premiums
Participants
588
1350 WELSH ROAD, SUITE 400 - NORTH WALES, PA 19454215-654-9414lakeside.netLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001403b-$9.4M - 361 part#501Mixed-$1.1M - 741 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$731K
  • Dental$339K
  • Life$339K
  • Short-term disability$339K
  • Long-term disability$339K
  • Other$339K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HM LIFE INSURANCE COMPANY68%
  • METROPOLITAN LIFE INSURANCE COMPANY32%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
Total $53K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAKESIDE EDUCATIONAL NETWORK 403(B) RETIREMENT PLAN

403b

Assets$9.4M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKESIDE YOUTH SERVICE WELFARE AND FLEXIBLE SPENDING PLAN

Mixed - HM LIFE INSURANCE

Premiums$1.1M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKESIDE EDUCATIONAL NETWORK 403(B) RETIREMENT PLAN403b$9.4M3612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKESIDE YOUTH SERVICE WELFARE AND FLEXIBLE SPENDING PLANMixedHM LIFE INSURANCE$1.1M7412024
Retirement plans
Welfare plans
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