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Benefits Intelligence/Broker Directory/Connecticut

Lakeshore Benefit Grp Ins Brokerage

New Hartford, CT

Lakeshore Benefit Grp Ins Brokerage of New Hartford, CT is the broker of record on 36 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $1,508,564 in reported broker commissions (plan year 2024).

Employer clients
5
distinct plan sponsors
Schedule A filings
36
States served
2
Reported commissions
$1,508,564
plan year 2024

Employer clients

Plan sponsors naming Lakeshore Benefit Grp Ins Brokerage 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
Ref. A/C & Ser. Div. (Ua-Nj) Welfare FundNJ1,6082024-02-28
Uaw Group Health And Welfare PlanNJ1,4062014-12-31
Int'L Brotherhood Of Elect. Workers 400 Welfare FundNJ5082023-03-31
2 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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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.