Fundz
Fundz
Benefits Intelligence/Broker Directory/Idaho

Castle Lake Insurance LLC

Idaho Falls, ID

Castle Lake Insurance LLC of Idaho Falls, ID is the broker of record on 28 Form 5500 Schedule A filings covering 13 employer benefit plans, with $566,997 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
28
States served
1
Reported commissions
$566,997
plan year 2025
Reported fees
$500

Quick answer

Castle Lake Insurance LLC (Idaho Falls, ID) is the broker of record for 13 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Castle Lake Insurance LLC have?
Castle Lake Insurance LLC is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors.
Who are Castle Lake Insurance LLC's largest employer clients?
By plan participants, the largest include Mountain View Hospital LLC (2,286 participants), North Idaho Day Surgery LLC (729 participants) and Inunison, Inc (566 participants).
How much does Castle Lake Insurance LLC earn in commissions?
Insurers reported $566,997 in broker commissions and $500 in fees paid to Castle Lake Insurance LLC for plan year 2025, per Schedule A Part 1.
Where is Castle Lake Insurance LLC located?
Castle Lake Insurance LLC is based in Idaho Falls, ID.
How does Castle Lake Insurance LLC rank among benefits brokers in Idaho?
Castle Lake Insurance LLC ranks #4 by employer clients among the 50 most active benefits brokers based in Idaho.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Castle Lake Insurance LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mountain View Hospital LLCID2,2862025-12-31
North Idaho Day Surgery LLCID7292025-12-31
Inunison, IncID5662025-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Idaho

  • Holly Kristine Hall: 16 employer clients, $184,019 reported commissions (Hayden)
  • Jeremy L Tomlinson: 14 employer clients, $1,528 reported commissions (Boise)
  • Advanced Benefit, Inc.: 13 employer clients, $267,680 reported commissions (Coeur D Alene)
  • Chad Murray: 7 employer clients, $164,213 reported commissions (Coeur D Alene)
  • Ronny Ann Warner: 15 employer clients, $27,683 reported commissions (Kuna)
  • Benefits2 Administrators LLC: 9 employer clients (Meridian)
  • Denise A Maxwell: 13 employer clients, $6,162 reported commissions (Meridian)
  • Advanced LLC: 9 employer clients, $462,356 reported commissions (Coeur D Alene)

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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.