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  2. Lifestore Financial Group, Inc.
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Filings through Oct 24, 2026.

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Lifestore Financial Group, Inc.

EIN 56-2098545-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Health & Benefits
1
$112K premiums
Participants
234
21 EAST ASHE STREET - WEST JEFFERSON, NC 28694336-246-4344
Plans on this EIN
2 filings
#001401(k)-$19.2M - 126 part#501Fully insured-$112K - 183 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $112K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$70K
  • Long-term disability$21K
  • Life$20K
  • Other$20K
Total $112K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LIFESTORE 401(K) PROFIT SHARING PLAN

401(k)

Assets$19.2M
Participants126
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LIFESTORE HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$112K
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LIFESTORE 401(K) PROFIT SHARING PLAN401(k)$19.2M1262025
  • LIFESTORE 401(K) PROFIT SHARING PLAN$19.2M
    #001 · 401(k) · 2025126

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LIFESTORE HEALTH & WELFARE PLANFully insuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$112K1832025
  • LIFESTORE HEALTH & WELFARE PLAN$112K
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2025183
Retirement plans
Health & Benefits plans

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