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Sponsor portfolioTH

LIFEWORKS INC.

EIN 22-2512887-mental health care-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$437K premiums
Participants
889
789 CLAPBOARDTREE ST - WESTWOOD, MA 020901717781-762-4001lifeworksma.orgLinkedIn1-10 employeesmental health care
Plans on this EIN
2 filings
#003OtherDC-$8.3M - 576 part#502Fully Insured-$437K - 311 lives

Benefits portfolio analytics

1 plan / $437K premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$262K
  • Other$160K
  • Life$136K
  • Long-term disability$136K
  • Short-term disability$23K
  • Vision$16K
Total $437K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • MASS GENERAL BRIGHAM HEALTH PLAN60%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE4%
Total $437K4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • COLGATE BENEFITS INC1%
  • ENROLLMENT SOLUTIONS LTD0%
  • MARY-JOYCE LICATA0%
  • STEPHANIE DECHRISTOFARO0%
  • +3 more
Total $74K8 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

403(B) THRIFT PLAN FOR EMPLOYEES OF LIFEWORKS, INC.

OtherDC

Assets$8.3M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIFEWORKS INC. HEALTH & WELFARE PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$437K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN FOR EMPLOYEES OF LIFEWORKS, INC.OtherDC$8.3M5762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LIFEWORKS INC. HEALTH & WELFARE PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$437K3112025
Retirement plans
Welfare plans
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