Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LIFEWORKS SERVICES, INC.
EIN 41-0907857individual & family servicesLatest filing 2025
Plans
6
Retirement
2
$20.6M assets
Welfare
4
$3.0M premiums
Participants
1,922
6636 CEDAR AVE S - RICHFIELD, MN 55423651-454-2732lifeworks.orgLinkedIn1001-5000 employeesindividual & family services
Retirement portfolio analytics
2 plans aggregated / $20.6M assets / 1,922 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- GREAT-WEST LIFE & ANNUITY INSURANCE100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $3.0M premiums / 644 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Life$92K
- Short-term disability$92K
- Long-term disability$92K
- Other$92K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- MEDICA INSURANCE COMPANY96%
- HARTFORD LIFE AND ACCIDENT3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
57%top
- HOLMES MURPHY & ASSOCIATES57%
- USI INSURANCE SERVICES LLC43%
- MAXWELL HEALTH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THRIFT RETIREMENT PLAN
403b
Assets$20.6M
Participants1,920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIFEWORKS SERVICES PLAN A MONEY PURCHASE PLAN
MoneyPurchase
Assets$34K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LIFEWORKS SERVICES, INC. FLEXIBLE BENEFITS PLAN
Fully Insured - MEDICA INSURANCE COMPANY
Premiums$2.9M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$92K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN
Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
Premiums$16K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THRIFT RETIREMENT PLAN | 403b | $20.6M | 1,920 | 2024 | |
| 001 | LIFEWORKS SERVICES PLAN A MONEY PURCHASE PLAN | MoneyPurchase | $34K | 2 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LIFEWORKS SERVICES, INC. FLEXIBLE BENEFITS PLAN | Fully Insured | MEDICA INSURANCE COMPANY | $2.9M | 296 | 2025 | |
| 506 | LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $92K | 153 | 2025 | |
| 507 | LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN | Fully Insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $16K | 195 | 2025 | |
| 508 | LIFEWORKS SERVICES, INC. FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans