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Sponsor portfolioTH

LAKESIDE BANK

EIN 36-2583514-banking-Latest filing 2025
Plans
3
Retirement
2
$51.5M assets
Welfare
1
$3.2M premiums
Participants
661
425 DEVON AVE - PARK RIDGE, IL 600684817312-435-1633lakesidebank.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002401k-$26.6M - 215 part#001TraditionalDB-$24.8M - 255 part#501Fully Insured-$3.2M - 373 lives

Retirement portfolio analytics

2 plans aggregated / $51.5M assets / 470 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • AND PROTECTION PLAN (#002)52%
  • BANK RETIREMENT PLAN (#001)48%
Total $51.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK RETIREMENT PLAN (#001)255
  • AND PROTECTION PLAN (#002)215
Total 470Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • TRUE NORTH COMPANIES LC100%
Total $158K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN

401k

Assets$26.6M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAKESIDE BANK RETIREMENT PLAN

TraditionalDB

Assets$24.8M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKESIDE BANK WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.2M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN401k$26.6M2152024
001LAKESIDE BANK RETIREMENT PLANTraditionalDB$24.8M2552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKESIDE BANK WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.2M3732025
Retirement plans
Welfare plans
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