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Sponsor portfolio

LAKESHORE COMMUNITY SERVICES, INC.

EIN 25-1577930-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$663K premiums
Participants
592
1350 W 26TH ST - ERIE, PA 165081402814-456-9962lakeshorecs.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$13.1M - 339 part#508Mixed-$663K - 298 lives

Benefits portfolio analytics

1 plan / $663K premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$356K
  • Other$225K
  • Life$177K
  • Short-term disability$114K
  • Long-term disability$114K
  • Vision$19K
Total $663K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA54%
  • TRUSTMARK INSURANCE COMPANY26%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA17%
  • BLUE CROSS OF CALIFORNIA3%
Total $663K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • THE JAMES B OSWALD COMPANY54%
  • ASSUREDPARTNERS28%
  • FRISSORA & ASSOCIATES LLC7%
  • SEUBERT & ASSOCIATES, INC.7%
  • PROFESSIONAL GROUP PLANS INC4%
Total $126K5 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

LAKESHORE COMMUNITY SERVICES, INC. TSA RETIREMENT SAVINGS PLAN

403b

Assets$13.1M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

LAKESHORE COMMUNITY SERVICES, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$663K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKESHORE COMMUNITY SERVICES, INC. TSA RETIREMENT SAVINGS PLAN403b$13.1M3392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508LAKESHORE COMMUNITY SERVICES, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$663K2982025
Retirement plans
Welfare plans
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