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  2. Lake Forest Academy
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Filings through Oct 24, 2026.

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Lake Forest Academy

EIN 36-2216167-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$48.9M assets
Health & Benefits
1
$2.5M premiums
Participants
378
1500 W KENNEDY RD - LAKE FOREST, IL 600451047847-615-3209
Plans on this EIN
2 filings
#001403(b)-$48.9M - 227 part#501Mixed-$2.5M - 267 lives

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

Benefits portfolio analytics

1 plan / $2.5M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Life$76K
  • Long-term disability$76K
  • Other$76K
  • Vision$17K
Total $2.5M6 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#001

LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN

403(b)

Assets$48.9M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.5M
Covered lives267
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN403(b)$48.9M2272025
  • LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN$48.9M
    #001 · 403(b) · 2025227

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.5M2672025
  • LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLAN$2.5M
    #501 · Mixed · BLUECROSS BLUESHIELD OF ILLINOIS · 2025267
Retirement plans
Health & Benefits plans

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