Lakeshore Benefit Group
Canton, CT
Lakeshore Benefit Group of Canton, CT is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $478,217 in reported broker commissions (plan year 2025).
Quick answer
Lakeshore Benefit Group (Canton, CT) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lakeshore Benefit Group have?
- Lakeshore Benefit Group is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.
- Who are Lakeshore Benefit Group's largest employer clients?
- By plan participants, the largest include Loc. 351 Ibew Health & Welfare Fund (1,735 participants), Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Fund (1,659 participants) and Ibew Local 456 Health & Welfare Fund (1,318 participants).
- How much does Lakeshore Benefit Group earn in commissions?
- Insurers reported $478,217 in broker commissions paid to Lakeshore Benefit Group for plan year 2025, per Schedule A Part 1.
- Where is Lakeshore Benefit Group located?
- Lakeshore Benefit Group is based in Canton, CT and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lakeshore Benefit Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Loc. 351 Ibew Health & Welfare Fund | NJ | 1,735 | 2025-12-31 |
| Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Fund | NJ | 1,659 | 2025-02-28 |
| Ibew Local 456 Health & Welfare Fund | NJ | 1,318 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.