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
Sponsor portfolioTH
LAKE FOREST ACADEMY
EIN 36-2216167Latest filing 2025
Plans
2
Retirement
1
$43.8M assets
Welfare
1
$2.5M premiums
Participants
366
1500 WEST KENNEDY ROAD - LAKE FOREST, IL 60045847-615-3209
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
74%top
- TIC INC74%
- USI INSURANCE SERVICES LLC23%
- ADP INC2%
- GCG FINANCIAL LLC0%
- EMPLOYEE NAVIGATOR, LLC0%
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 ACADEMY DEFINED CONTRIBUTION PLAN
403b
Assets$43.8M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.5M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | 403b | $43.8M | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $2.5M | 267 | 2025 |
Retirement plans
Welfare plans