Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 38-1250516
LAKE TRUST CREDIT UNION
4605 S. OLD US HIGHWAY 23 · BRIGHTON, MI 48114
5172677328
- Plans filed
- 1
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$742K
No prior year
Persons covered
879
No prior year
Total participants
504
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $375K | 29.8% | |
| Other | $306K | 24.4% | |
| Life | $257K | 20.5% | |
| Long-term disability | $257K | 20.5% | |
| Vision | $61K | 4.9% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381791480 | D | $375K | 50.5% | 1 | 1 | 879 |
EIN 060838648 | LLTDOth | $257K | 34.6% | 1 | 1 | 469 |
EIN 382069753 | V | $61K | 8.2% | 1 | 1 | 762 |
EIN 390989781 | Oth | $25K | 3.3% | 1 | 1 | 29 |
EIN 731016728 | Oth | $16K | 2.2% | 1 | 1 | 85 |
EIN 391567336 | Oth | $8K | 1.1% | 1 | 1 | 475 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | TROY, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN, HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF MICHIGAN | $41K | $12K | $54K | 62.6% | 1 |
| REBECCA A MCLAUGHLAN | TROY, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | $25K | $0 | $25K | 29.7% | 1 |
| SCHILLER & ASSOCIATES LLC | MILFORD, MI | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $4K | $0 | $4K | 4.8% | 1 |
| THOMAS J O KEEFE | MILFORD, MI | TRANSAMERICA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 1.4% | 1 |
| BLTC FUNDING LLC | FORT MYERS, FL | TRANSAMERICA LIFE INSURANCE COMPANY | $500 | $0 | $500 | 0.6% | 1 |
| LAKE TRUST CREDIT UNION | BRIGHTON, MI | TRANSAMERICA LIFE INSURANCE COMPANY | $477 | $0 | $477 | 0.6% | 1 |
| JOE PULITANO AGENCY, INC. | NEWTON, MA | TRANSAMERICA LIFE INSURANCE COMPANY | $322 | $0 | $322 | 0.4% | 1 |
| GREGORY J LIPOSKY | BLOOMFIELD TOWNSHIP, MI | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $41 | $0 | $41 | 0.0% | 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