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Original filing (PDF)20251202080757NAL0006003139001
LIFEPATH, INC.
Form 5500
FILING_RECEIVED
LIFEPATH, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 3
Late filing · 0.5 mo~1664 bps in Sched C feesNo recordkeeper disclosed
Active participants
488
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- 1664 bps in Schedule C fees — 3101% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIFEPATH, INC..
Plan sponsor
Name
LIFEPATH, INC.
EIN
23-7402943
Address
3500 HIGH POINT BOULEVARD · BETHLEHEM, PA · 18017
Phone
(610) 264-5724
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
GBB & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BSI CORPORATE BENEFITS | 51-0467698 | — | BROKER | $244K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $76K | — |
| INNOVU | — | PITTSBURGH, PA | BROKER | $25K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | $185K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $23K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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