Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Other$248K
- Life$176K
- Long-term disability$94K
- Vision$48K
Sponsor portfolioTH
LAKE RIDGE BANK
EIN 39-0634040financial servicesLatest filing 2025
Plans
2
Retirement
1
$66.2M assets
Welfare
1
$4.8M premiums
Participants
907
6430 BRIDGE ROAD - MONONA, WI 53713608-490-2232lakeridge.bankLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 664 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION92%
- STANDARD INSURANCE COMPANY7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HAUSMANN GROUP INC100%
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 RIDGE BANK 401(K) PLAN
401k
Assets$66.2M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAKE RIDGE BANK EMPLOYEE BENEFITS PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$4.8M
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKE RIDGE BANK 401(K) PLAN | 401k | $66.2M | 537 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAKE RIDGE BANK EMPLOYEE BENEFITS PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $4.8M | 664 | 2025 |
Retirement plans
Welfare plans