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Sponsor portfolioTH

LAKE FOREST COLLEGE

EIN 36-2167770-higher education-Latest filing 2025
Plans
2
Retirement
1
$143.2M assets
Welfare
1
$290K premiums
Participants
1,213
555 NORTH SHERIDAN ROAD - LAKE FOREST, IL 60045847-234-3100lakeforest.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filings
#001403b-$143.2M - 875 part#501Mixed-$290K - 338 lives

Benefits portfolio analytics

1 plan / $290K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$146K
  • Life$117K
  • Long-term disability$117K
  • Other$117K
  • Vision$26K
Total $290K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • DELTA DENTAL OF CALIFORNIA51%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN9%
Total $290K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ASSUREDPARTNERS60%
  • RSC INSURANCE BROKERAGE INC40%
Total $18K2 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

LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF

403b

Assets$143.2M
Participants875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKE FOREST COLLEGE HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF ILLINOIS

Premiums$290K
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF403b$143.2M8752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKE FOREST COLLEGE HEALTH AND WELFARE PLANMixedDELTA DENTAL OF ILLINOIS$290K3382025
Retirement plans
Welfare plans
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