PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAKELAND UNIVERSITY
Sponsor portfolioTH

LAKELAND UNIVERSITY

EIN 39-0821861-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$57.3M assets
Welfare
1
$55K premiums
Participants
855
W3718 SOUTH DRIVE - PLYMOUTH, WI 530734878920-565-1027
Plans on this EIN
2 filings
#001403b-$57.3M - 657 part#502Fully Insured-$55K - 196 lives

Benefits portfolio analytics

1 plan / $55K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$55K
  • Long-term disability$55K
Total $55K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $55K1 slice

Broker market share

Schedule A broker compensation

Split broker
91%top
  • M3 INS SOLUTIONS INC91%
  • WISCONSIN ASSOC OF INDEP COLLEGES7%
  • C2 CENTRIC LLC2%
Total $7K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAKELAND UNIVERSITY RETIREMENT PLAN 403(B)

403b

Assets$57.3M
Participants657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LAKELAND COLLEGE EMPLOYEE CAFETERIA PLAN SECTION 125

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$55K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKELAND UNIVERSITY RETIREMENT PLAN 403(B)403b$57.3M6572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LAKELAND COLLEGE EMPLOYEE CAFETERIA PLAN SECTION 125Fully InsuredSTANDARD INSURANCE COMPANY$55K1962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica