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  2. LAKEVIEW CLINIC, LTD.
Sponsor portfolioTH

LAKEVIEW CLINIC, LTD.

EIN 41-1340895-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$104.5M assets
Welfare
1
$2.9M premiums
Participants
451
424 STATE HIGHWAY 5 WEST - WACONIA, MN 55387952-442-4461lakeviewclinic.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$104.5M - 233 part#501Fully Insured-$2.9M - 449 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$171K
  • Life$34K
  • Other$34K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICA INSURANCE COMPANY93%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • USI INSURANCE SERVICES LLC56%
  • LUNDAHL FINANCIAL SERVICES33%
  • NORTH RISK PARTNERS LLC11%
Total $22K3 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

LAKEVIEW CLINIC LTD, RETIREMENT SAVINGS PLAN

401k

Assets$104.5M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKEVIEW CLINIC, LTD. HEALTH & WELFARE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$2.9M
Covered lives449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKEVIEW CLINIC LTD, RETIREMENT SAVINGS PLAN401k$104.5M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKEVIEW CLINIC, LTD. HEALTH & WELFARE PLANFully InsuredMEDICA INSURANCE COMPANY$2.9M4492025
Retirement plans
Welfare plans
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