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Sponsor portfolioWelfare / HealthEIN 35-1559596

LAKELAND FINANCIAL CORPORATION

109 S. BUFFALO STREET · WARSAW, IN 46580
5742676144
Plans filed
1
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$886K
No prior year
Persons covered
829
No prior year
Total participants
685
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$886K
LAKELAND FINANCIAL CORPORATION LIFE & HEALTH REFLEX PLAN
Mixed829 covered·4 carriers
Primary: HEALTH RESOURCES INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$418K38.0%
Other$228K20.7%
Life$213K19.3%
Long-term disability$137K12.4%
Vision$104K9.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HEALTH RESOURCES, INC.
EIN 351682400
D
$418K47.1%12829
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$306K34.5%14677
VISION SERVICE PLAN
EIN 061227840
V
$104K11.7%11494
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$58K6.6%1125

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GIBSON INSURANCE AGENCY, INC.SOUTH BEND, INRELIANCE STANDARD LIFE INSURANCE COMPANY, HEALTH RESOURCES INC., VISION SERVICE PLAN, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$71K$2K$73K89.2%1
EOI SERVICE COMPANY INCSANTA ANA, CARELIANCE STANDARD LIFE INSURANCE COMPANY$8K$0$8K9.4%1
CLIPPINGER FINANCIAL GROUP, LLCEVANSVILLE, INRELIANCE STANDARD LIFE INSURANCE COMPANY$536$612$1K1.4%1

History & trajectory

11 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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