PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LAKESIDE COUNTRY CLUB
Sponsor portfolio

LAKESIDE COUNTRY CLUB

EIN 74-1170526-consumer services-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$150K premiums
Participants
441
100 WILCREST DR - HOUSTON, TX 77042281-497-2222librojolaw.comLinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filings
#002401k-$6.0M - 244 part#503Fully Insured-$150K - 192 lives

Benefits portfolio analytics

1 plan / $150K premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$131K
  • Prescription drug$131K
  • Dental$18K
  • Vision$18K
  • Life$18K
  • Short-term disability$18K
  • +2 more
Total $150K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $150K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $12K1 slice

Plan deep-dives

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

LAKESIDE COUNTRY CLUB 401(K) PLAN

401k

Assets$6.0M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LAKESIDE COUNTRY CLUB WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$150K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LAKESIDE COUNTRY CLUB 401(K) PLAN401k$6.0M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LAKESIDE COUNTRY CLUB WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$150K1922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica