PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Lakeside Manufacturing, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Lakeside Manufacturing, Inc.

EIN 39-0861074-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$13.6M assets
Health & Benefits
1
$1.3M premiums
Participants
341
4900 WEST ELECTRIC AVENUE - WEST MILWAUKEE, WI 53219414-902-6400elakesidefoodservice.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#001401(k)-$13.5M - 196 part#002Traditional DB-$107K - 0 part#501Mixed-$1.3M - 149 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $13.6M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

  • MANUFACTURING RETIREMENT PLAN (#001)$13.5M
  • INC. EMPLOYEES' PENSION (#002)$107K
Total $13.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$13.6M
Total $13.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MANUFACTURING RETIREMENT PLAN (#001)196
Total 196Select a row to open it

Benefits portfolio analytics

1 plan / $1.3M premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.2M
  • Prescription drug$1.2M
  • Life$147K
  • Short-term disability$147K
  • Long-term disability$147K
  • +1 more
Total $1.3M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LAKESIDE MANUFACTURING RETIREMENT PLAN

401(k)

Assets$13.5M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

LAKESIDE MANUFACTURING, INC. EMPLOYEES' PENSION PLAN

Traditional DB

Assets$107K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LAKESIDE MANUFACTURING, INC. WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives149
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LAKESIDE MANUFACTURING RETIREMENT PLAN401(k)$13.5M1962025
#002LAKESIDE MANUFACTURING, INC. EMPLOYEES' PENSION PLANTraditional DB$107K02024
  • LAKESIDE MANUFACTURING RETIREMENT PLAN$13.5M
    #001 · 401(k) · 2025196
  • LAKESIDE MANUFACTURING, INC. EMPLOYEES' PENSION PLAN$107K
    #002 · Traditional DB · 20240

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LAKESIDE MANUFACTURING, INC. WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1492025
  • LAKESIDE MANUFACTURING, INC. WELFARE BENEFIT PLAN$1.3M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025149
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica