Plan Ledger DOL Form 5500 · updated monthly

Lakeview Clinic, LTD.benefits

Lakeview Clinic, LTD. Health & Welfare Plan · WACONIA, MN · plan year 2025

Broker compensation reported · 2025
$21,510

Lakeview Clinic, LTD.'s benefits plans covered 218 active participants in 2025, providing health · life · dental · death benefits. Insurance premiums totaled $34,257. Insurance brokers and agents were paid $21,510 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 62.8% of premiums. That is $99 per covered person, below the median for employer plans that report broker pay. Broker pay rose 3.6% from $20,759 in 2024.

Insurance contracts · 20253
STANDARD INSURANCE COMPANY · life$34K · 218 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 449 covered
MEDICA INSURANCE COMPANY · health drugpremiums n/a · 322 covered
Brokers & agents paid · 20253
USI INSURANCE SERVICES LLC$12,027 · incl $1,143 fees
LUNDAHL FINANCIAL SERVICES$7,142
NORTH RISK PARTNERS LLC$2,341 · incl $590 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 411340895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.