Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$70K
- Long-term disability$21K
- Life$20K
- Other$20K
Sponsor portfolioTH
LIFESTORE FINANCIAL GROUP, INC.
EIN 56-2098545Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$112K premiums
Participants
234
21 EAST ASHE STREET - WEST JEFFERSON, NC 28694336-246-4344
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $112K premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- BLUE CROSS OF CALIFORNIA63%
- USABLE LIFE37%
Broker market share
Schedule A broker compensation
72%top
- LIFESTORE INS SERVICES INC72%
- MOSAIC GROUP SERVICES28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LIFESTORE 401(K) PROFIT SHARING PLAN
401k
Assets$19.2M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFESTORE HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$112K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LIFESTORE 401(K) PROFIT SHARING PLAN | 401k | $19.2M | 126 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFESTORE HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $112K | 183 | 2025 |
Retirement plans
Welfare plans