How big is Life Brokerage, LLC's plan?

Life Brokerage, LLC's plan reported $3.0M in assets and 23 participants for 2024.

Original filing (PDF)20250618140407NAL0005952130001

Life Brokerage, LLC

Name: Life Brokerage, LLC — Life Brokerage, Form 5500 (2024)
Creator: Life Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Life Brokerage

401(k) retirement plan · Life Brokerage, LLC's Life Brokerage held $3.0M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Mary Palma signed Life Brokerage, LLC's 2024 Form 5500 as plan administrator.

Mary Palma — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Life Brokerage, LLC's EIN is 46-2742094.

EIN 46-2742094

Plan number 001

Plan year 2024

ACK ID 20250618140407NAL0005952130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Life Brokerage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Life Brokerage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFE BROKERAGE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LIFE BROKERAGE, LLC

EIN

all filings

Address

2 CENTRAL AVE · SUITE 1 · HAMMONTON, NJ · 08037

Phone

(609) 270-4576

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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