Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Vision$2.7M
- Other$28K
- Life$24K
Sponsor portfolio
THE LIFETIME VALUE CO. LLC
EIN 85-3856730computer softwareLatest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$2.7M premiums
Participants
313
48 WEST 38TH STREET, 8TH FLOOR - NEW YORK, NY 10018347-931-2725ltvco.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED HEALTHCARE INSURANCE COMPANY100%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE LIFETIME VALUE CO., LLC RETIREMENT TRUST
401k
Assets$26.2M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE LIFETIME VALUE CO. LLC
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LIFETIME VALUE CO., LLC RETIREMENT TRUST | 401k | $26.2M | 177 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE LIFETIME VALUE CO. LLC | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $2.7M | 144 | 2025 |
Retirement plans
Welfare plans