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
Sponsor portfolio
LIFETIME ASSISTANCE, INC.
EIN 22-2221158non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$6.6M premiums
Participants
2,309
425 PAUL ROAD - ROCHESTER, NY 146244721585-426-4120lifetimeassistance.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 1,402 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN1%
- EMPLOYEE NETWORK, INC.0%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT PLAN
ProfitSharing
Assets$33.4M
Participants1,242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
LIFETIME ASSISTANCE, INC. WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$6.6M
Covered lives1,402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIFETIME ASSISTANCE, INC. EMPLOYEE RETIREMENT PLAN | ProfitSharing | $33.4M | 1,242 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans