Original filing (PDF)20250519085803NAL0000531009001

Lakeshore Benefit Group Insurance Brokerage LLC

Name: Lakeshore Benefit Group Insurance Brokerage LLC — Form 5500 Plan 001 (2024)
Creator: Lakeshore Benefit Group Insurance Brokerage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lakeshore Benefit Group Insurance Brokerage LLC 401(k) Plan

401(k) retirement plan · Lakeshore Benefit Group Insurance Brokerage LLC's Lakeshore Benefit Group Insurance Brokerage LLC 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Lakeshore Benefit Group Insurance Brokerage LLC's EIN is 20-3607887.

EIN 20-3607887

Plan number 001

Plan year 2024

ACK ID 20250519085803NAL0000531009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lakeshore Benefit Group Insurance Brokerage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lakeshore Benefit Group Insurance Brokerage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score