Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $215.0M assets / 2,428 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $990K premiums / 1,050 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
403(b)
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #008 | LAKEVIEW HEALTH 401(K) PLAN | 401(k) | $127.3M | 1,825 | 2024 |
| #001 | LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN | Traditional DB | $79.6M | 486 | 2025 |
| #007 | THE LAKEVIEW EMPLOYEES' TAX DEFERRED ANNUITY PLAN | 403(b) | $8.1M | 117 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LAKEVIEW HEALTH WELFARE BENEFITS WRAP PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $990K | 1,050 | 2025 |