Assets by plan
Share of aggregate retirement assets
Filings through .
Lifetime Assistance, Inc.
EIN 22-2221158non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$73.3M assets
Health & Benefits
1
$6.6M premiums
Participants
4,021
425 PAUL ROAD - ROCHESTER, NY 14624585-784-3119lifetimeassistance.orgLinkedIn1001-5000 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $73.3M assets / 2,954 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$33.4M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.6M premiums / 1,402 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Prescription drug$6.0M
- Other$329K
- Life$183K
- Long-term disability$126K
- Short-term disability$95K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LIFETIME ASSISTANCE, INC. ERISA 403(B) RETIREMENT PLAN
Profit-sharing
Assets$39.8M
Participants1,712
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT PLAN
Profit-sharing
Assets$33.4M
Participants1,242
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
LIFETIME ASSISTANCE, INC. WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$6.6M
Covered lives1,402
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LIFETIME ASSISTANCE, INC. ERISA 403(B) RETIREMENT PLAN | Profit-sharing | $39.8M | 1,712 | 2025 |
| #002 | LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT PLAN | Profit-sharing | $33.4M | 1,242 | 2024 |
- #003 · Profit-sharing · 20251,712
- #002 · Profit-sharing · 20241,242
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | LIFETIME ASSISTANCE, INC. WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $6.6M | 1,402 | 2025 |
- #506 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 20251,402
Retirement plans
Health & Benefits plans