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Sponsor portfolio

LIFEPATH, INC.

EIN 23-7402943-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$1.4M premiums
Participants
1,220
3500 HIGH POINT BLVD. - BETHLEHEM, PA 18017610-264-5724lifepath.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#003401k-$25.4M - 731 part#506Mixed-$1.4M - 829 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 829 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$869K
  • Other$314K
  • Short-term disability$232K
  • Life$83K
  • Vision$22K
  • Long-term disability$4K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BSI CORPORATE BENEFITS LLC100%
Total $102K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LIFEPATH, INC. 401(K) RETIREMENT PLAN

401k

Assets$25.4M
Participants731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

LIFEPATH, INC. EMPLOYEE BENEFIT PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$1.4M
Covered lives829
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LIFEPATH, INC. 401(K) RETIREMENT PLAN401k$25.4M7312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506LIFEPATH, INC. EMPLOYEE BENEFIT PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$1.4M8292024
Retirement plans
Welfare plans
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