Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIFT, INC.
EIN 23-2574915machineryLatest filing 2025
Plans
4
Retirement
2
$146.8M assets
Welfare
2
$1.4M premiums
Participants
1,750
3745 HEMPLAND ROAD - MOUNTVILLE, PA 17554717-662-1800liftincorporated.comLinkedIn201-500 employeesmachinery
Retirement portfolio analytics
2 plans aggregated / $146.8M assets / 974 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
75%top
- (Not disclosed)75%
- FULTON FINANCIAL ADVISORS25%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.4M premiums / 776 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Life$100K
- Other$95K
- Long-term disability$94K
- Vision$43K
- Short-term disability$7K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- AVALON INSURANCE COMPANY64%
- EVEREST REINSURANCE COMPANY18%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK14%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- MAZZITTI & SULLIVAN0%
- +1 more
Broker market share
Schedule A broker compensation
67%top
- MCCONKEY BENEFITS & FINANCIAL SERV67%
- BENEFITMALL33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIFT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$110.9M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIFT, INC. EMPLOYEE 401(K) INCENTIVE SAVINGS & PSP
401k
Assets$36.0M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFT, INC. WELFARE BENEFIT PLAN
Self Funded - AVALON INSURANCE COMPANY
Premiums$1.2M
Covered lives351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LIFT, INC. GROUP INSURANCE PLAN
Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY
Premiums$244K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIFT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $110.9M | 442 | 2025 | |
| 001 | LIFT, INC. EMPLOYEE 401(K) INCENTIVE SAVINGS & PSP | 401k | $36.0M | 532 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFT, INC. WELFARE BENEFIT PLAN | Self Funded | AVALON INSURANCE COMPANY | $1.2M | 351 | 2024 | |
| 502 | LIFT, INC. GROUP INSURANCE PLAN | Mixed | NEW YORK LIFE GROUP INSURANCE COMPANY OF NY | $244K | 425 | 2024 |
Retirement plans
Welfare plans