Assets by plan
Share of aggregate retirement assets
- SAVINGS & PSP (#001)$42.6M
Filings through .
Lift, Inc.
EIN 23-2574915machineryLatest filing 2025
Plans
4
Retirement
2
$162.1M assets
Health & Benefits
2
$1.6M premiums
Participants
1,730
3745 HEMPLAND ROAD - MOUNTVILLE, PA 17554717-662-1800liftincorporated.comLinkedIn201-500 employeesmachinery
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $162.1M assets / 994 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$119.4M
- FULTON BANK, N.A.$42.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.6M premiums / 628 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Other$167K
- Long-term disability$103K
- Life$100K
- Vision$46K
- Short-term disability$7K
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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#002
LIFT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$119.4M
Participants472
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LIFT, INC. EMPLOYEE 401(K) INCENTIVE SAVINGS & PSP
401(k)
Assets$42.6M
Participants522
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LIFT, INC. WELFARE BENEFIT PLAN
Self-funded - AVALON INSURANCE COMPANY
Premiums$1.3M
Covered lives319
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
LIFT, INC. GROUP INSURANCE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$323K
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LIFT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $119.4M | 472 | 2025 |
| #001 | LIFT, INC. EMPLOYEE 401(K) INCENTIVE SAVINGS & PSP | 401(k) | $42.6M | 522 | 2025 |
- #002 · ESOP · 2025472
- #001 · 401(k) · 2025522
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LIFT, INC. WELFARE BENEFIT PLAN | Self-funded | AVALON INSURANCE COMPANY | $1.3M | 319 | 2025 |
| #502 | LIFT, INC. GROUP INSURANCE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $323K | 309 | 2025 |
- #501 · Self-funded · AVALON INSURANCE COMPANY · 2025319
- #502 · Mixed · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025309
Retirement plans
Health & Benefits plans