Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$321K
- Life$33K
- Other$33K
- Dental$21K
- Long-term disability$19K
Sponsor portfolioTH
LIFESPAN, INCORPORATED
EIN 56-1142969Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$393K premiums
Participants
711
1511 SHOPTON ROAD, SUITE A - CHARLOTTE, NC 282173240704-944-5100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $393K premiums / 292 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- HCC LIFE INSURANCE COMPANY82%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
39%top
- UNITED PRODUCERS GROUP LLC39%
- UNITED OF OMAHA LIFE INSURANCE CO28%
- HEALTHGRAM INC25%
- IBSI HOLDINGS INC8%
- HCC LIFE INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN
403b
Assets$7.4M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFESPAN, INC. FLEXIBLE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$393K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN | 403b | $7.4M | 419 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFESPAN, INC. FLEXIBLE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $393K | 292 | 2024 |
Retirement plans
Welfare plans