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Sponsor portfolioWelfare / HealthEIN 36-2216167

LAKE FOREST ACADEMY

1500 WEST KENNEDY ROAD · LAKE FOREST, IL 60045
8476153209
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
267
No prior year
Total participants
151
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
LAKE FOREST ACADEMY HEALTH & WELFARE BENEFIT PLAN
Mixed267 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M47.6%
Prescription drug$2.4M47.6%
Life$76K1.5%
Long-term disability$76K1.5%
Other$76K1.5%
Vision$17K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.4M96.3%11267
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$76K3.1%11151
VISION SERVICE PLAN
EIN 200891619
V
$17K0.7%11105

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TIC INCONALASKA, WIBLUECROSS BLUESHIELD OF ILLINOIS, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$79K$2K$81K74.2%1
USI INSURANCE SERVICES LLCCHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOIS, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$26K$0$26K23.5%1
ADP, INC.BOSTON, MAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K1.8%1
GCG FINANCIAL LLCDEERFIELD, ILUNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN$49$380$4290.4%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$49$0$490.0%1

History & trajectory

10 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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