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  2. LIFEWAYS, INC.
Sponsor portfolio

LIFEWAYS, INC.

EIN 93-1215381-mental health care-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$3.1M premiums
Participants
628
702 SUNSET DRIVE - ONTARIO, OR 97914541-889-9167lifeways.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001401k-$8.2M - 423 part#501Fully Insured-$3.1M - 330 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Vision$3.0M
  • Prescription drug$3.0M
  • Life$111K
  • Short-term disability$111K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MORETON & COMPANY100%
Total $76K1 slice

Plan deep-dives

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

LIFEWAYS INC. 401(K) PLAN

401k

Assets$8.2M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFEWAYS, INC. MEDICAL INSURANCE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$3.1M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFEWAYS INC. 401(K) PLAN401k$8.2M4232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFEWAYS, INC. MEDICAL INSURANCE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$3.1M3302025
Retirement plans
Welfare plans
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