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Form 5500 · Employee benefit plan · FRANKLIN, TN

LAKEWOOD GROWTH PARTNERS, LLC

LAKEWOOD GROWTH PARTNERS, LLC of FRANKLIN, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES A SCOTT & SON INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. 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 82-2881285 · plan 501 · as of Jul 2026

Participants
110
Carriers on file
2
Disclosed commissions
$3,442
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDental101December$3,442
UNITEDHEALTHCARE INSURANCE COMPANYHealth93December$0

Questions

Who is LAKEWOOD GROWTH PARTNERS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LAKEWOOD GROWTH PARTNERS, LLC's broker of record is JAMES A SCOTT & SON INC.

What insurance carrier does LAKEWOOD GROWTH PARTNERS, LLC use?

LAKEWOOD GROWTH PARTNERS, LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does LAKEWOOD GROWTH PARTNERS, LLC's group plan renew?

The most recent Schedule A policy period for LAKEWOOD GROWTH PARTNERS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LAKEWOOD GROWTH PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.