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Sponsor portfolioWelfare / HealthEIN 22-2215112

LAKEVIEW HEALTH SERVICES

600 WEST WASHINGTON STREET · GENEVA, NY 14456
3157895501
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
147
No prior year
Total participants
148
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #520$1.1M
LAKEVIEW HEALTH SERVICES WELFARE BENEFITS PLAN
Fully insured147 covered·3 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$960K43.9%
Prescription drug$960K43.9%
Dental$56K2.6%
Life$51K2.3%
Short-term disability$51K2.3%
Long-term disability$51K2.3%
Other$51K2.3%
Vision$6K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRx
$960K89.5%1188
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$62K5.8%12141
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$51K4.7%11147

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESPARSIPPANY, NJGUARDIAN, METROPOLITAN LIFE INSURANCE COMPANY, EXCELLUS BLUE CROSS BLUE SHIELD$50K$3K$53K91.3%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MAGUARDIAN, METROPOLITAN LIFE INSURANCE COMPANY$5K$0$5K8.7%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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