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Sponsor portfolioTH

LIFECARE ALLIANCE

EIN 31-4379494-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$912K premiums
Participants
512
1699 WEST MOUND STREET - COLUMBUS, OH 43223614-278-3130lifecarealliance.orgLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#003403b-$5.3M - 357 part#501Fully Insured-$912K - 155 lives

Benefits portfolio analytics

1 plan / $912K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$815K
  • Dental$815K
  • Vision$815K
  • Short-term disability$72K
  • Long-term disability$72K
  • Life$46K
  • +1 more
Total $932K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $932K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • THE JAMES B OSWALD COMPANY94%
  • CENTRO BENEFITS RESEARCH LLC4%
  • CLEARPATH BENEFIT ADVISORS LLC2%
Total $49K3 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

LIFECARE ALLIANCE 403(B) RETIREMENT PLAN

403b

Assets$5.3M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFECARE ALLIANCE HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$912K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LIFECARE ALLIANCE 403(B) RETIREMENT PLAN403b$5.3M3572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFECARE ALLIANCE HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$912K1552025
Retirement plans
Welfare plans
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