Original filing (PDF)20250519085803NAL0000531009001

LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC

Name: LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC — LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC 401(K) PLAN, Form 5500 (2024)
Creator: LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC

Form 5500-SF

FILING_RECEIVED

LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC.

Plan sponsor

Name

LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC

EIN

20-3607887

Address

301 ALBANY TURNPIKE · CANTON, CT · 06019

Phone

(860) 738-7512

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

KERR AGENCY, INC.

KERR AGENCY, INC. PROFIT SHARING PLAN

$1.4M · 7 participants

R B VAHEY INSURANCE, INC.

R B VAHEY INSURANCE, INC. CASH BALANCE PENSION PLAN

$1.4M · 4 participants

MEDICARE SOLUTIONS NETWORK, INC.

MEDICARE SOLUTIONS NETWORK, INC. DEFINED BENEFIT PLAN

$1.4M · 3 participants

BARTHULI & ASSOCIATES INSURANCE SERVICES, INC.

BARTHULI & ASSOCIATES INSURANCE SERVICES, INC. 401(K) RETIREMENT PLAN

$1.4M · 5 participants

ASSOCIATED INSURANCE BROKERS INC