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  1. Companies/
  2. Lakeland Financial Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Lakeland Financial Corporation

EIN 35-1559596-hospitality-Latest filing 2025
Plans
3
Retirement
2
$130.6M assets
Health & Benefits
1
$886K premiums
Participants
1,644
109 S.BUFFALO STREET - WARSAW, IN 46580574-267-6144lakelandfinancial.comLinkedIn1-10 employeeshospitality
Plans on this EIN
3 filings
#004401(k)-$128.8M - 892 part#010Traditional DB-$1.8M - 67 part#501Mixed-$886K - 829 lives

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

Retirement portfolio analytics

2 plans aggregated / $130.6M assets / 959 participants

Assets by plan

Share of aggregate retirement assets

  • FINANCIAL CORPORATION 401(K) (#004)$128.8M
  • CORPORATION EMPLOYEES' PENSION (#010)$1.8M
Total $130.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FINANCIAL CORPORATION 401(K) (#004)892
  • CORPORATION EMPLOYEES' PENSION (#010)67
Total 959Select a row to open it

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
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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#004

LAKELAND FINANCIAL CORPORATION 401(K) PLAN

401(k)

Assets$128.8M
Participants892
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010

LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN

Traditional DB

Assets$1.8M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLAN

Mixed - HEALTH RESOURCES INC.

Premiums$886K
Covered lives829
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004LAKELAND FINANCIAL CORPORATION 401(K) PLAN401(k)$128.8M8922025
#010LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLANTraditional DB$1.8M672025
  • LAKELAND FINANCIAL CORPORATION 401(K) PLAN$128.8M
    #004 · 401(k) · 2025892
  • LAKELAND FINANCIAL CORPORATION EMPLOYEES' PENSION PLAN$1.8M
    #010 · Traditional DB · 202567

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLANMixedHEALTH RESOURCES INC.$886K8292025
  • LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLAN$886K
    #501 · Mixed · HEALTH RESOURCES INC. · 2025829
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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