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Sponsor portfolio

LIFT SOLUTIONS HOLDINGS, LLC

EIN 87-2348206-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$5.4M premiums
Participants
1,013
1377 KIMBERLY DRIVE - NEENAH, WI 54956920-722-0101theliftsolutions.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$18.8M - 543 part#501Fully Insured-$5.4M - 669 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$4.6M
  • Other$330K
  • Short-term disability$114K
  • Life$110K
  • Long-term disability$48K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • DIGITAL INSURANCE LLC95%
  • CENTRO BENEFITS RESEARCH LLC4%
  • ENROLLEASE2%
Total $232K3 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

LIFT SOLUTIONS HOLDINGS, LLC 401(K) PROFIT SHARING

401k

Assets$18.8M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFT SOLUTIONS HOLDINGS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$5.4M
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LIFT SOLUTIONS HOLDINGS, LLC 401(K) PROFIT SHARING401k$18.8M5432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFT SOLUTIONS HOLDINGS, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS & BLUE SHIELD OF WISCONSIN$5.4M6692025
Retirement plans
Welfare plans
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