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Sponsor portfolioWelfare / HealthEIN 94-1525814

LAKESHORE LEARNING MATERIALS, LLC

2695 EAST DOMINGUEZ STREET · CARSON, CA 90895
3105378600
Plans filed
2
Years active
2015–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$994K
No prior year
Persons covered
3,425
No prior year
Total participants
2,365
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$994K
LAKESHORE HEALTH AND WELFARE BENEFIT PLAN
Fully insured3,425 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$0
LAKESHORE LEARNING MATERIALS PRE-TAX FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Short-term disability$796K23.7%
Other$787K23.4%
Life$786K23.4%
Long-term disability$786K23.4%
Vision$188K5.6%
Health$9K0.3%
Dental$9K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$795K80.0%132,062
ANTHEM LIFE INSURANCE COMPANY
EIN 954331852
V
$188K18.9%112,883
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HD
$9K0.9%111
ZURICH AMERICAN INSURANCE COMPANY
EIN 364233459
Oth
$1K0.1%113,425
USABLE LIFE
EIN 710505232
STD
$5110.1%111

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSEATTLE, WAUSABLE LIFE, UNUM LIFE INSURANCE COMPANY OF AMERICA, ZURICH AMERICAN INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$125K$15K$140K99.8%1
VOLUNTARY BENEFIT ADVISORSIRVINE, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY$153$3$1560.1%1
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA$57$1$580.0%1
TIMA TAMZENHONOLULU, HIUSABLE LIFE$19$0$190.0%1
HODGES-MACE BENEFITS GRP INCATLANTA, GAFIRST UNUM LIFE INSURANCE COMPANY$7$0$70.0%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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