Form 5500 · Employee benefit plan · CARSON, CA
LAKESHORE LEARNING MATERIALS, LLC
LAKESHORE LEARNING MATERIALS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1525814 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 2,062 | March | $123,766 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 116 | March | $1,389 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 3,425 | March | $291 |
| USABLE LIFE | — | 1 | August | $71 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 1 | March | $7 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental | 1 | June | $0 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 2,883 | March | $0 |
Questions
Who is LAKESHORE LEARNING MATERIALS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LAKESHORE LEARNING MATERIALS, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does LAKESHORE LEARNING MATERIALS, LLC use?
LAKESHORE LEARNING MATERIALS, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does LAKESHORE LEARNING MATERIALS, LLC's group plan renew?
The most recent Schedule A policy period for LAKESHORE LEARNING MATERIALS, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LAKESHORE LEARNING MATERIALS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.