Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $57.4M assets / 484 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.2M premiums / 373 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LAKESIDE BANK EMPLOYEE SAVINGS AND PROTECTION PLAN | 401(k) | $31.1M | 231 | 2025 |
| #001 | LAKESIDE BANK RETIREMENT PLAN | Traditional DB | $26.3M | 253 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LAKESIDE BANK WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $3.2M | 373 | 2025 |