Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$796K
- Other$787K
- Life$786K
- Long-term disability$786K
- Vision$188K
- Health$9K
- +1 more
Sponsor portfolioTH
LAKESHORE LEARNING MATERIALS, LLC
EIN 94-1525814retailLatest filing 2025
Plans
3
Retirement
1
$199.6M assets
Welfare
2
$994K premiums
Participants
7,324
2695 EAST DOMINGUEZ STREET - CARSON, CA 90895310-537-8600lakeshorelearning.comLinkedIn1001-5000 employeesretail
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $994K premiums / 3,425 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA80%
- ANTHEM LIFE INSURANCE COMPANY19%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- ZURICH AMERICAN INSURANCE COMPANY0%
- USABLE LIFE0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- VOLUNTARY BENEFIT ADVISORS0%
- MARSH & MCLENNAN AGENCY LLC0%
- TIMA TAMZEN0%
- HODGES-MACE BENEFITS GRP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LAKESHORE LEARNING MATERIALS 401(K) PLAN
401k
Assets$199.6M
Participants4,959
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAKESHORE HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$994K
Covered lives3,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LAKESHORE LEARNING MATERIALS PRE-TAX FLEXIBLE BENEFITS 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 | LAKESHORE LEARNING MATERIALS 401(K) PLAN | 401k | $199.6M | 4,959 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAKESHORE HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $994K | 3,425 | 2025 | |
| 502 | LAKESHORE LEARNING MATERIALS PRE-TAX FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans