Benefits broker of record · CANTON, CT
LAKESHORE BENEFIT GROUP
LAKESHORE BENEFIT GROUP of CANTON, CT is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
10 contracts on file name LAKESHORE BENEFIT GROUP 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
LAKESHORE BENEFIT GROUP brokers 10 insured contracts for 6 employers, across 2 states, led by NJ, NY.
Life is the largest line (5 contracts), followed by stop-loss (5).
AMALGAMATED LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 50%); AETNA LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 5 · stop-loss 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) WELFARE FUND | WEST TRENTON, NJ | AMALGAMATED LIFE INSURANCE COMPANY | Mar 1FY2025 |
| IBEW LOCAL 269 WELFARE FUND | WEST TRENTON, NJ | AETNA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| PLUMBERS LOCAL UNION NO 24 WELFARE FUND | WEST TRENTON, NJ | HCC LIFE INSURANCE COMPANY | Jan 1FY2024 |
| LOC. 351 IBEW HEALTH & WELFARE FUND | WEST TRENTON, NJ | AMALGAMATED LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LOC. 351 IBEW HEALTH & WELFARE FUND | WEST TRENTON, NJ | METROPOLITAN LIFE INSURANCE COMPANY | Mar 2FY2026 |
more employers in LAKESHORE BENEFIT GROUP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)
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