Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$3.0M
- Vision$3.0M
- Long-term disability$46K
- Life$43K
- Other$43K
- +1 more
Sponsor portfolioTH
LAKEMARY CENTER, INC RETIREMENT PLAN
EIN 48-0732570Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
1
$11.9M assets
Welfare
2
$3.1M premiums
Participants
657
100 LAKEMARY DR - PAOLA, KS 660711855913-557-4000
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.1M premiums / 425 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- AETNA LIFE INSURANCE COMPANY96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
53%top
- HOLMES MURPHY & ASSOCIATES53%
- ROBERT E. MILLER INSURANCE AGENCY46%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LAKEMARY CENTER, INC 401(K) PLAN
401k
Assets$11.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555
LAKEMARY CENTER, INC WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LAKEMARY CENTER, INC. SECTION 125 CUSTOM BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKEMARY CENTER, INC 401(K) PLAN | 401k | $11.9M | 223 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 555 | LAKEMARY CENTER, INC WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.1M | 425 | 2024 | |
| 501 | LAKEMARY CENTER, INC. SECTION 125 CUSTOM BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans