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Sponsor portfolioTH

LAKEVIEW MEMORIAL HOSPITAL

EIN 41-0811697-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$210.9M assets
Welfare
1
$990K premiums
Participants
3,491
8170 33RD AVE SOUTH, P.O. BOX 1309 - MINNEAPOLIS, MN 55440651-430-4767LinkedIn11-50 employeeshospital & health care
Plans on this EIN
4 filings
#008401k-$127.3M - 1,825 part#001TraditionalDB-$75.6M - 497 part#007403b-$8.1M - 117 part#501Mixed-$990K - 1,050 lives

Retirement portfolio analytics

3 plans aggregated / $210.9M assets / 2,439 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • LAKEVIEW HEALTH 401(K) (#008)60%
  • INC. EMPLOYEES' PENSION (#001)36%
  • DEFERRED ANNUITY PLAN (#007)4%
Total $210.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAKEVIEW HEALTH 401(K) (#008)1,825
  • INC. EMPLOYEES' PENSION (#001)497
  • DEFERRED ANNUITY PLAN (#007)117
Total 2,439Click row to drill in

Benefits portfolio analytics

1 plan / $990K premiums / 1,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$619K
  • Life$204K
  • Long-term disability$166K
Total $990K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA79%
  • SECURIAN LIFE INSURANCE COMPANY21%
Total $990K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

LAKEVIEW HEALTH 401(K) PLAN

401k

Assets$127.3M
Participants1,825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$75.6M
Participants497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN

403b

Assets$8.1M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKEVIEW HEALTH WELFARE BENEFITS WRAP PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$990K
Covered lives1,050
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
008LAKEVIEW HEALTH 401(K) PLAN401k$127.3M1,8252024
001LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLANTraditionalDB$75.6M4972024
007THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN403b$8.1M1172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKEVIEW HEALTH WELFARE BENEFITS WRAP PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$990K1,0502025
Retirement plans
Welfare plans
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