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  2. LIFESPAN OF GREATER ROCHESTER INC.
Sponsor portfolio

LIFESPAN OF GREATER ROCHESTER INC.

EIN 16-0986298-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$10.3M assets
Welfare
1
$1.1M premiums
Participants
560
1900 SOUTH CLINTON AVE. - ROCHESTER, NY 14618585-244-8400lifespan-roch.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#003403b-$5.6M - 218 part#002MoneyPurchase-$4.7M - 199 part#501Fully Insured-$1.1M - 378 lives

Retirement portfolio analytics

2 plans aggregated / $10.3M assets / 417 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • 403(B) RETIREMENT PLAN (#003)54%
  • ROCHESTER, INC. PENSION (#002)46%
Total $10.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • VOYA RETIREMENT INSURANCE & ANNUITY100%
Total $10.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#003)218
  • ROCHESTER, INC. PENSION (#002)199
Total 417Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$995K
  • Prescription drug$995K
  • Dental$49K
  • Other$43K
  • Life$30K
  • Long-term disability$28K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
  • ALLIANCE FINANCIAL NETWORK0%
Total $50K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LIFESPAN OF GREATER ROCHESTER, INC. 403(B) RETIREMENT PLAN

403b

Assets$5.6M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LIFESPAN OF GREATER ROCHESTER, INC. PENSION PLAN

MoneyPurchase

Assets$4.7M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFESPAN OF GREATER ROCHESTER, INC. WELFARE BENEFITS

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.1M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LIFESPAN OF GREATER ROCHESTER, INC. 403(B) RETIREMENT PLAN403b$5.6M2182025
002LIFESPAN OF GREATER ROCHESTER, INC. PENSION PLANMoneyPurchase$4.7M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFESPAN OF GREATER ROCHESTER, INC. WELFARE BENEFITSFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.1M3782025
Retirement plans
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