Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$375K
- Other$306K
- Life$257K
- Long-term disability$257K
- Vision$61K
Sponsor portfolioTH
LAKE TRUST CREDIT UNION
EIN 38-1250516bankingLatest filing 2024
Plans
2
Retirement
1
$53.0M assets
Welfare
1
$742K premiums
Participants
1,252
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $742K premiums / 879 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- DELTA DENTAL OF CALIFORNIA50%
- HARTFORD LIFE AND ACCIDENT35%
- BLUE CROSS OF CALIFORNIA8%
- TRANSAMERICA LIFE INSURANCE COMPANY3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
- +1 more
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- REBECCA A MCLAUGHLAN30%
- SCHILLER & ASSOCIATES LLC5%
- THOMAS J O KEEFE1%
- BLTC FUNDING LLC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAKE TRUST CREDIT UNION 401(K) PLAN
401k
Assets$53.0M
Participants748
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAKE TRUST CREDIT UNION SECTION 125 PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$742K
Covered lives879
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAKE TRUST CREDIT UNION 401(K) PLAN | 401k | $53.0M | 748 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAKE TRUST CREDIT UNION SECTION 125 PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $742K | 879 | 2024 |
Retirement plans
Welfare plans