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Sponsor portfolioTH

LAKELAND FINANCIAL CORPORATION

EIN 35-1559596-hospitality-Latest filing 2025
Plans
3
Retirement
2
$130.6M assets
Welfare
1
$886K premiums
Participants
1,644
109 S.BUFFALO STREET - WARSAW, IN 465811387574-267-6144lakelandfinancial.comLinkedIn1-10 employeeshospitality
Plans on this EIN
3 filings
#004401k-$128.8M - 892 part#010TraditionalDB-$1.8M - 67 part#501Mixed-$886K - 829 lives

Retirement portfolio analytics

2 plans aggregated / $130.6M assets / 959 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • FINANCIAL CORPORATION 401(K) (#004)99%
  • CORPORATION EMPLOYEES' PENSION (#010)1%
Total $130.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL CORPORATION 401(K) (#004)892
  • CORPORATION EMPLOYEES' PENSION (#010)67
Total 959Click row to drill in

Benefits portfolio analytics

1 plan / $886K premiums / 829 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$418K
  • Other$228K
  • Life$213K
  • Long-term disability$137K
  • Vision$104K
Total $886K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HEALTH RESOURCES, INC.47%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY35%
  • VISION SERVICE PLAN12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $886K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • GIBSON INSURANCE AGENCY, INC.89%
  • EOI SERVICE COMPANY INC9%
  • CLIPPINGER FINANCIAL GROUP, LLC1%
Total $82K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

LAKELAND FINANCIAL CORPORATION 401(K) PLAN

401k

Assets$128.8M
Participants892
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$1.8M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLAN

Mixed - HEALTH RESOURCES INC.

Premiums$886K
Covered lives829
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004LAKELAND FINANCIAL CORPORATION 401(K) PLAN401k$128.8M8922025
010LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLANTraditionalDB$1.8M672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLANMixedHEALTH RESOURCES INC.$886K8292025
Retirement plans
Welfare plans
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