Sponsor portfolio

LAKESIDE MANUFACTURING, INC

EIN 39-0861074food & beveragesLatest filing 2024

Plans

Retirement

$12.0M assets

Welfare

$1.3M premiums

Participants

326

4900 WEST ELECTRIC AVENUE - WEST MILWAUKEE, WI 53219414-902-6400elakesidefoodservice.comLinkedIn51-200 employeesfood & beverages

Plans on this EIN

3 filings

#001401k-$11.9M - 191 part #002TraditionalDB-$107K - 0 part #501Mixed-$1.3M - 193 lives

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 191 participants

Assets by plan

Share of aggregate retirement assets

99%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

100%top

AMERICAN UNITED LIFE INSURANCE CO100%

Participants by plan

Active + retired + deferred vested

MANUFACTURING RETIREMENT PLAN (#001)191

Benefits portfolio analytics

1 plan / $1.3M premiums / 193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$1.1M
Short-term disability$75K
Life$24K
Other$24K
Long-term disability$23K
Vision$10K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

UNITED HEALTHCARE INSURANCE COMPANY90%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%

Broker market share

Schedule A broker compensation

Split broker

81%top

HAYS COMPANIES, INC.81%
BROWN & BROWN INSURANCE SERVICES19%

Plan deep-dives

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

Retirement#001

LAKESIDE MANUFACTURING RETIREMENT PLAN

401k

Assets$11.9M

Participants191

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002