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Form 5500 · Employee benefit plan · WACONIA, MN

LAKEVIEW CLINIC, LTD.

Public Form 5500 records show how LAKEVIEW CLINIC, LTD. (WACONIA, MN) structures its employee benefits. Its broker of record is LUNDAHL FINANCIAL SERVICES. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-1340895 · plan 501 · as of Jul 2026

Participants
218
Carriers on file
3
Disclosed commissions
$20,759
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYDental443December$16,766
STANDARD INSURANCE COMPANYLife215December$3,993
MEDICA INSURANCE COMPANYHealth185December$0

Questions

Who is LAKEVIEW CLINIC, LTD.'s benefits broker?

Per its most recent Form 5500 Schedule A, LAKEVIEW CLINIC, LTD.'s broker of record is LUNDAHL FINANCIAL SERVICES.

What insurance carrier does LAKEVIEW CLINIC, LTD. use?

LAKEVIEW CLINIC, LTD.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does LAKEVIEW CLINIC, LTD.'s group plan renew?

The most recent Schedule A policy period for LAKEVIEW CLINIC, LTD. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LAKEVIEW CLINIC, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.