PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Lakeside Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Lakeside Bank

EIN 36-2583514-banking-Latest filing 2025
Plans
3
Retirement
2
$57.4M assets
Health & Benefits
1
$3.2M premiums
Participants
675
141 W JACKSON BLVD - PARK RIDGE, IL 600684817312-435-1633lakesidebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$31.1M - 231 part#001Traditional DB-$26.3M - 253 part#501Fully insured-$3.2M - 373 lives

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

Retirement portfolio analytics

2 plans aggregated / $57.4M assets / 484 participants

Assets by plan

Share of aggregate retirement assets

  • AND PROTECTION PLAN (#002)$31.1M
  • BANK RETIREMENT PLAN (#001)$26.3M
Total $57.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BANK RETIREMENT PLAN (#001)253
  • AND PROTECTION PLAN (#002)231
Total 484Select a row to open it

Benefits portfolio analytics

1 plan / $3.2M premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$377K
  • Vision$377K
  • Life$377K
  • Short-term disability$377K
  • +2 more
Total $3.2M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN

401(k)

Assets$31.1M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

LAKESIDE BANK RETIREMENT PLAN

Traditional DB

Assets$26.3M
Participants253
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LAKESIDE BANK WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.2M
Covered lives373
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN401(k)$31.1M2312025
#001LAKESIDE BANK RETIREMENT PLANTraditional DB$26.3M2532025
  • LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN$31.1M
    #002 · 401(k) · 2025231
  • LAKESIDE BANK RETIREMENT PLAN$26.3M
    #001 · Traditional DB · 2025253

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LAKESIDE BANK WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.2M3732025
  • LAKESIDE BANK WELFARE PLAN$3.2M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2025373
Retirement plans
Health & Benefits plans

On this page

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

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica