Plan Ledger DOL Form 5500 · updated monthly

Lifetime Assistance, Inc.benefits

Lifetime Assistance, Inc. Welfare Benefit Plan · ROCHESTER, NY · plan year 2025

Broker compensation reported · 2025
$189,559

Lifetime Assistance, Inc.'s benefits plans covered 1,067 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $6,029,835. Insurance brokers and agents were paid $189,559 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.1% of premiums. That is $178 per covered person, below the median for employer plans that report broker pay. Broker pay rose 8.3% from $174,969 in 2024.

Insurance contracts · 202512
EXCELLUS BLUE CROSS BLUE SHIELD · health drug$6.0M · 483 covered
VISION SERVICE PLAN · visionpremiums n/a · 432 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · lifepremiums n/a · 1,068 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · stdpremiums n/a · 25 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · stdpremiums n/a · 149 covered
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · ltdpremiums n/a · 1,037 covered
EMPLOYEE NETWORK, INC.premiums n/a · 1,402 covered
Brokers & agents paid · 20251
BROWN & BROWN INSURANCE SVCS$189,559 · incl $7,450 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 222221158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.