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Sponsor portfolioTH

LAKESIDE SCHOOL

EIN 91-0564971-primary/secondary education-Latest filing 2024
Plans
3
Retirement
1
$102.8M assets
Welfare
2
$3.2M premiums
Participants
1,047
14050 1ST AVENUE NE - SEATTLE, WA 98125206-440-2742lakesideschool.orgLinkedIn201-500 employeesprimary/secondary education
Plans on this EIN
3 filings
#001403b-$102.8M - 598 part#503Fully Insured-$3.1M - 324 lives#504Mixed-$114K - 228 lives

Benefits portfolio analytics

2 plans / $3.2M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.9M
  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$212K
  • Life$114K
  • Long-term disability$114K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • DELTA DENTAL OF CALIFORNIA7%
  • USABLE LIFE4%
  • VISION SERVICE PLAN1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $126K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$102.8M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LAKESIDE SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$3.1M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LAKESIDE SCHOOL LIFE/ADD AND DISABILITY PLAN

Mixed - USABLE LIFE

Premiums$114K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAKESIDE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$102.8M5982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LAKESIDE SCHOOL HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$3.1M3242024
504LAKESIDE SCHOOL LIFE/ADD AND DISABILITY PLANMixedUSABLE LIFE$114K2282024
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