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  2. LAKES VENTURE, LLC
Sponsor portfolio

LAKES VENTURE, LLC

EIN 46-1124457-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$972K premiums
Participants
7,034
2650 WARRENVILLE RD, STE 700 - DOWNERS GROVE, IL 605151748331-251-7097
Plans on this EIN
2 filings
#001401k-$33.8M - 4,952 part#502Mixed-$972K - 3,639 lives

Benefits portfolio analytics

1 plan / $972K premiums / 3,639 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$972K
  • Life$942K
  • Short-term disability$942K
  • Long-term disability$942K
Total $972K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA97%
  • MAGELLAN HEALTHCARE3%
Total $972K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MERCER HEALTH AND BENEFITS, LLC63%
  • LOCKTON COMPANIES, LLC32%
  • IMG4%
  • WINSTON FINANCIAL SERVICES1%
Total $13K4 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

FRESH THYME MARKET 401(K) PLAN

401k

Assets$33.8M
Participants4,952
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LAKES VENTURE, LLC D/B/A FRESH THYME FARMERS MARKET WRAP BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$972K
Covered lives3,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRESH THYME MARKET 401(K) PLAN401k$33.8M4,9522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LAKES VENTURE, LLC D/B/A FRESH THYME FARMERS MARKET WRAP BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$972K3,6392024
Retirement plans
Welfare plans
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