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Sponsor portfolio

LIFE'S WORC

EIN 23-7209731-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$650K premiums
Participants
1,852
1501 FRANKLIN AVENUE, POST OFFICE BOX 8165 - GARDEN CITY, NY 11530516-741-9000lifesworc.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$20.0M - 980 part#501Mixed-$650K - 872 lives

Benefits portfolio analytics

1 plan / $650K premiums / 872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$419K
  • Short-term disability$299K
  • Dental$231K
  • Vision$231K
  • Life$67K
  • Long-term disability$67K
Total $650K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • AFLAC46%
  • METROPOLITAN LIFE INSURANCE COMPANY36%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $650K4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • JOHNSON KENDALL AND JOHNSON40%
  • ONEGROUP NY INC15%
  • DAVID L. CAPO13%
  • JANINE M. FEELEY11%
  • MICHAEL PASQUALY DESTEFANO8%
  • +3 more
Total $76K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIFE'S WORC 403(B) PROFIT SHARING PLAN

403b

Assets$20.0M
Participants980
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE'S WORC BENEFIT PLAN

Mixed - AFLAC

Premiums$650K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFE'S WORC 403(B) PROFIT SHARING PLAN403b$20.0M9802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE'S WORC BENEFIT PLANMixedAFLAC$650K8722025
Retirement plans
Welfare plans
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