Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LIFE ASSIST INC
EIN 94-2440500medical devicesLatest filing 2025
Plans
3
Retirement
2
$35.1M assets
Welfare
1
$1.5M premiums
Participants
372
11277 SUNRISE PARK DR - RANCHO CORDOVA, CA 957426528916-635-3822life-assist.comLinkedIn51-200 employeesmedical devices
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $35.1M assets / 250 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 257 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$92K
- Other$50K
- Life$48K
- Short-term disability$48K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
39%top
- ANTHEM LIFE INSURANCE COMPANY39%
- KAISER FOUNDATION HEALTH PLAN INC30%
- SUTTER HEALTH PLAN13%
- WESTERN HEALTH ADVANTAGE7%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- +3 more
Broker market share
Schedule A broker compensation
78%top
- USI INSURANCE SERVICES LLC78%
- HUB INTERNATIONAL MIDWEST LIMITED22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIFE-ASSIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.1M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LIFE ASSIST INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$8.0M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFE-ASSIST, INC. GROUP HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$1.5M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIFE-ASSIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.1M | 101 | 2024 | |
| 001 | LIFE ASSIST INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $8.0M | 149 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFE-ASSIST, INC. GROUP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | ANTHEM BLUE CROSS | $1.5M | 257 | 2025 |
Retirement plans
Welfare plans