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Sponsor portfolio

LIFEWORKS NW

EIN 93-0502822-mental health care-Latest filing 2025
Plans
2
Retirement
1
$32.6M assets
Welfare
1
$4.0M premiums
Participants
1,264
5415 SW WESTGATE DR - PORTLAND, OR 97221503-645-3581lifeworksnw.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filings
#002403b-$32.6M - 730 part#502Mixed-$4.0M - 534 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 534 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$1.9M
  • Other$162K
  • Life$140K
  • Long-term disability$140K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PROVIDENCE HEALTH PLAN49%
  • KAISER FOUNDATION HEALTH PLAN INC47%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • UPRISEHEALTH1%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $119K2 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

LIFEWORKS NW DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$32.6M
Participants730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIFEWORKS NW WELFARE BENEFIT PLAN

Mixed - PROVIDENCE HEALTH PLAN

Premiums$4.0M
Covered lives534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LIFEWORKS NW DEFINED CONTRIBUTION RETIREMENT PLAN403b$32.6M7302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LIFEWORKS NW WELFARE BENEFIT PLANMixedPROVIDENCE HEALTH PLAN$4.0M5342024
Retirement plans
Welfare plans
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