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Sponsor portfolioTH

LAKEWOOD HEALTH SYSTEM

EIN 41-1842965-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$92.2M assets
Welfare
1
$920K premiums
Participants
1,494
49725 COUNTY 83 - STAPLES, MN 56479218-894-8524lakewoodhealthsystem.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$92.2M - 1,044 part#501Mixed-$920K - 1,057 lives

Benefits portfolio analytics

1 plan / $920K premiums / 1,057 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$465K
  • Dental$456K
  • Life$407K
  • Short-term disability$407K
  • Long-term disability$407K
Total $920K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $920K4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • USI INSURANCE SERVICES LLC81%
  • MARC A GROVE14%
  • TRAM STRUVE4%
  • MACARIO CORPORATION1%
Total $46K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAKEWOOD HEALTH SYSTEM 401(K) PLAN

401k

Assets$92.2M
Participants1,044
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKEWOOD HEALTH SYSTEM BENEFIT PLAN

Mixed - DELTA DENTAL OF MINNESOTA

Premiums$920K
Covered lives1,057
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LAKEWOOD HEALTH SYSTEM 401(K) PLAN401k$92.2M1,0442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKEWOOD HEALTH SYSTEM BENEFIT PLANMixedDELTA DENTAL OF MINNESOTA$920K1,0572024
Retirement plans
Welfare plans
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