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Benefits Intelligence/Broker Directory/Connecticut

Lakeshore Benefit Group Insurance

Canton, CT

Lakeshore Benefit Group Insurance of Canton, CT is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $176,473 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$176,473
plan year 2025

Quick answer

Lakeshore Benefit Group Insurance (Canton, CT) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lakeshore Benefit Group Insurance have?
Lakeshore Benefit Group Insurance is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Lakeshore Benefit Group Insurance's largest employer clients?
By plan participants, the largest include Ibew Local 456 Health & Welfare Fund (1,318 participants), Board Of Trustees, Washington Wholesalers Health (1,103 participants) and Ibew Local 269 Welfare Fund (842 participants).
How much does Lakeshore Benefit Group Insurance earn in commissions?
Insurers reported $176,473 in broker commissions paid to Lakeshore Benefit Group Insurance for plan year 2025, per Schedule A Part 1.
Where is Lakeshore Benefit Group Insurance located?
Lakeshore Benefit Group Insurance 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 Insurance 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
Ibew Local 456 Health & Welfare FundNJ1,3182025-12-31
Board Of Trustees, Washington Wholesalers HealthPA1,1032025-03-31
Ibew Local 269 Welfare FundNJ8422025-12-31
3 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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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.