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Benefits broker of record · IDAHO FALLS, ID

CASTLE LAKE INSURANCE LLC

CASTLE LAKE INSURANCE LLC of IDAHO FALLS, ID is named as the broker of record on 40 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
40
Book size
$100k–1M
Office state
ID

40 contracts on file name CASTLE LAKE INSURANCE LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

CASTLE LAKE INSURANCE LLC brokers 40 insured contracts for 18 employers, all in Idaho.

Life is the largest line (22 contracts), followed by dental (11), vision (9), disability (8).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (8, about 20%); EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, USABLE LIFE follow.

Renewals concentrate on January 1: 57% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 22 · dental 11 · vision 9 · disability 8 · health 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MOUNTAIN VIEW HOSPITAL LLCIDAHO FALLS, IDUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
NORTH IDAHO DAY SURGERY LLCPOST FALLS, IDUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
MOUNTAIN VIEW HOSPITAL LLCIDAHO FALLS, IDUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2024
INUNISON, INCIDAHO FALLS, IDAMERITAS LIFE INSURANCE CORP.Jan 1FY2025
TETON MOTORS, INC.IDAHO FALLS, IDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025
Subscriber access
14

more employers in CASTLE LAKE INSURANCE LLC's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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