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Sponsor portfolioTH

LIFELINK FOUNDATION, INC.

EIN 59-2193032-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$4.8M assets
Welfare
1
$524K premiums
Participants
772
DAIMLER-CHRYSLER BUILDING, CALLE 1 #1, METRO OFF PARK STE 100 - TAMPA, FL 33619800-262-5775LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
3 filings
#002MoneyPurchase-$2.9M - 74 part#001ProfitSharing-$1.9M - 120 part#501Mixed-$524K - 821 lives

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PUERTO RICO EMPLOYEES (#002)61%
  • SUPPLEMENTAL RETIREMENT PLAN (#001)39%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL RETIREMENT PLAN (#001)120
  • PUERTO RICO EMPLOYEES (#002)74
Total 194Click row to drill in

Benefits portfolio analytics

1 plan / $524K premiums / 821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$240K
  • Long-term disability$122K
  • Short-term disability$108K
  • Other$55K
Total $524K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $524K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AON CONSULTING INC100%
  • SMITH, THOMAS, CHRISTOPHER0%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LIFELINK FOUNDATION, INC. RETIREMENT PLAN FOR PUERTO RICO EMPLOYEES

MoneyPurchase

Assets$2.9M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE LIFELINK OF PUERTO RICO SUPPLEMENTAL RETIREMENT PLAN

ProfitSharing

Assets$1.9M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFELINK FOUNDATION, INC. EMPLOYEE HEALTH CARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$524K
Covered lives821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LIFELINK FOUNDATION, INC. RETIREMENT PLAN FOR PUERTO RICO EMPLOYEESMoneyPurchase$2.9M742025
001THE LIFELINK OF PUERTO RICO SUPPLEMENTAL RETIREMENT PLANProfitSharing$1.9M1202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFELINK FOUNDATION, INC. EMPLOYEE HEALTH CARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$524K8212025
Retirement plans
Welfare plans
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