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Sponsor portfolio

LIFE SENIOR SERVICES, INC.

EIN 73-1043783-individual & family services-Latest filing 2024
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.3M premiums
Participants
328
5330 E. 31ST ST.SUITE 800 - TULSA, OK 741355114918-664-9000lifeseniorservices.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$4.7M - 141 part#501Fully Insured-$1.3M - 188 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$967K
  • Prescription drug$967K
  • Other$333K
  • Dental$293K
  • Vision$293K
  • Life$293K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • COMMUNITY CARE74%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY23%
  • AFLAC2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BENEFIT PLAN STRATEGIES85%
  • ADDISON RAY STEWART7%
  • NATIONAL BENEFIT CENTER7%
  • JOHN N KARR1%
  • MAGGIE KAY STEWART0%
  • +2 more
Total $104K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIFE SENIOR SERVICES, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE SENIOR SERVICES HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITYCARE HMO

Premiums$1.3M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFE SENIOR SERVICES, INC. 401(K) RETIREMENT PLAN401k$4.7M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE SENIOR SERVICES HEALTH AND WELFARE PLANFully InsuredCOMMUNITYCARE HMO$1.3M1882024
Retirement plans
Welfare plans
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