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Form 5500 · Employee benefit plan · ERIE, PA

LAKESHORE COMMUNITY SERVICES, INC.

Public Form 5500 records show how LAKESHORE COMMUNITY SERVICES, INC. (ERIE, PA) structures its employee benefits. Its broker of record is JAMES WARD. Coverage is written through TRUSTMARK INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Insurance carrier
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1577930 · plan 508 · as of Jul 2026

Participants
256
Carriers on file
7
Disclosed commissions
$120,585
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRUSTMARK INSURANCE COMPANYLife124June$62,949
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICALife, Disability253June$15,625
TRUSTMARK INSURANCE COMPANY80June$13,020
TRUSTMARK INSURANCE COMPANY114June$10,151
TRUSTMARK INSURANCE COMPANY60June$9,362
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss214June$8,912
HIGHMARK INC.Vision298June$566

Questions

Who is LAKESHORE COMMUNITY SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, LAKESHORE COMMUNITY SERVICES, INC.'s broker of record is JAMES WARD.

What insurance carrier does LAKESHORE COMMUNITY SERVICES, INC. use?

LAKESHORE COMMUNITY SERVICES, INC.'s benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 7 disclosed carriers.

When does LAKESHORE COMMUNITY SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for LAKESHORE COMMUNITY SERVICES, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LAKESHORE COMMUNITY SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.