Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Other$192K
- Life$189K
- Short-term disability$112K
- Vision$77K
- +2 more
Sponsor portfolio
LIFT COMMUNITY ACTION AGENCY, INC.
EIN 73-0772321Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.6M premiums
Participants
580
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 271 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- AFLAC7%
- DEARBORN LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- COMMUNITY CARE0%
Broker market share
Schedule A broker compensation
48%top
- GALLAGHER BENEFIT SERVICES, INC.48%
- ELIZABETH L. WORTHY26%
- KEVIN S. RIBERA11%
- JOSHUA WORTHY5%
- BRADLEY JOHN BOS4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIFT 403B PLAN
403b
Assets$11.3M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFT COMMUNITY ACTION AGENCY, INC. BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.6M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIFT 403B PLAN | 403b | $11.3M | 309 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFT COMMUNITY ACTION AGENCY, INC. BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.6M | 271 | 2025 |
Retirement plans
Welfare plans