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Sponsor portfolioWelfare / HealthEIN 22-2221158

LIFETIME ASSISTANCE, INC.

425 PAUL ROAD · ROCHESTER, NY 146244721
5854264120
Plans filed
4
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
1,402
No prior year
Total participants
1,067
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #506$6.6M
LIFETIME ASSISTANCE, INC. WELFARE BENEFIT PLAN
Mixed1,402 covered·4 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #502$5.9M
LIFETIME ASSISTANCE, INC. GROUP HEALTH INSURANCE PLAN
Fully insured713 covered·2 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #501$335K
LIFETIME ASSISTANCE, INC LONG TERM DISABILITY & GROUP TERM LIFE INSURANCE PLAN
Fully insured924 covered·2 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$259K
LIFETIME ASSISTANCE, INC. GROUP DENTAL PLAN
Fully insured478 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.0M46.9%
Prescription drug$6.0M46.9%
Other$329K2.6%
Life$183K1.4%
Long-term disability$126K1.0%
Short-term disability$95K0.7%
Vision$61K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRx
$6.0M90.8%11483
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
LSTDLTDOth
$531K8.0%191,068
VISION SERVICE PLAN
EIN 222777159
V
$61K0.9%11432
EMPLOYEE NETWORK, INC.
EIN 161285790
Oth
$19K0.3%111,402

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESROCHESTER, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, VISION SERVICE PLAN, EXCELLUS BLUE CROSS BLUE SHIELD$182K$7K$190K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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