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Sponsor portfolioTH

LAKE REGIONAL HEALTH SYSTEM

EIN 23-7339737-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$116.8M assets
Welfare
1
$1.2M premiums
Participants
2,611
54 HOSPITAL DR - OSAGE BEACH, MO 650653050573-348-8185lakeregional.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$116.8M - 1,723 part#501Mixed-$1.2M - 1,523 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$571K
  • Life$360K
  • Long-term disability$233K
  • Short-term disability$211K
  • Vision$105K
  • Dental$99K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
  • HARTFORD LIFE AND ACCIDENT24%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • +2 more
Total $1.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MCGRATH INSURANCE GROUP INC52%
  • EMPLOYEE BENEFIT DESIGN LLC30%
  • GALLAGHER BENEFIT SERVICES, INC.15%
  • PLANSOURCE BENEFIT ADMINISTRATION2%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $246K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LAKE REGIONAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN

401k

Assets$116.8M
Participants1,723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKE REGIONAL HEALTH SYSTEM WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives1,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LAKE REGIONAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN401k$116.8M1,7232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKE REGIONAL HEALTH SYSTEM WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.2M1,5232024
Retirement plans
Welfare plans
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