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Sponsor portfolioTH

LIFESPIRE, INC.

EIN 13-2526022-Latest filing 2025
Plans
2
Retirement
1
$56.2M assets
Welfare
1
$7.2M premiums
Participants
2,707
462 7TH AVENUE, 5TH FLOOR - NEW YORK, NY 10018212-741-0100logic2performance.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001TraditionalDB-$56.2M - 1,846 part#502Fully Insured-$7.2M - 741 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Life$322K
  • Long-term disability$322K
  • Other$322K
  • Dental$263K
  • Vision$263K
Total $7.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • AFLAC5%
  • HARTFORD LIFE AND ACCIDENT4%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $7.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ACRISURE LLC72%
  • GA SOLUTIONS LLC16%
  • TAMIKA M OXFORD2%
  • EPSIX, INC.1%
  • COLIN MCVETTY1%
  • +3 more
Total $407K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIFESPIRE RETIREMENT PLAN

TraditionalDB

Assets$56.2M
Participants1,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EMPLOYEE WELFARE BENEFIT PLAN OF LIFESPIRE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.2M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFESPIRE RETIREMENT PLANTraditionalDB$56.2M1,8462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EMPLOYEE WELFARE BENEFIT PLAN OF LIFESPIREFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.2M7412025
Retirement plans
Welfare plans
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