LIFETIME BENEFIT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
49
Active participants
14,108
Total plan assets
$740.1M
Filings (rows)
49
Direct comp
$700K
Indirect comp
$78K
Aggregating 3 name variants under "LIFETIME BENEFIT"
SERVICES PROVIDED
TPA / Administrator26
Other20
Broker3
Top plans served
All 49 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES UPSTATE NEW YORK ENGINEERS HEALTH FUND UPSTATE NEW YORK ENGINEERS HEALTH FUND | SYRACUSE, NY | Other NONE | 2,303 | $111.6M | $15K |
| UA LOCAL 13 JOINT BOARD OF TRUSTEES EMPLOYERS GROUP INSURANCE FUND U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND | ROCHESTER, NY | Other NONE | 850 | $67.2M | $101K |
| UA LOCAL 13 JOINT BOARD OF TRUSTEES EMPLOYERS GROUP INSURANCE FUND U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND | ROCHESTER, NY | Other NONE | 836 | $63.4M | $91K |
| UA LOCAL 13 JOINT BOARD OF TRUSTEES EMPLOYERS GROUP INSURANCE FUND U.A. LOCAL 13 & EMPLOYERS GROUP INSURANCE FUND | ROCHESTER, NY | Other NONE | 805 | $57.7M | $72K |
| MONROE PLAN FOR MEDICAL CARE, INC. MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN | PITTSFORD, NY | TPA / Administrator CONTRACT ADMIN | 199 | $25.2M | $0 |
| MONROE PLAN FOR MEDICAL CARE, INC. MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN | PITTSFORD, NY | TPA / Administrator TPA | 193 | $24.2M | $0 |
| MONROE PLAN FOR MEDICAL CARE, INC. MONROE PLAN FOR MEDICAL CARE, INC. 401(K) RETIREMENT PLAN | PITTSFORD, NY | TPA / Administrator TPA | 199 | $24.1M | $0 |
| WATERTOWN SAVINGS BANK WATERTOWN SAVINGS BANK 401(K) RETIREMENT PLAN | WATERTOWN, NY | TPA / Administrator TPA | 107 | $22.6M | — |
| TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH & WELFARE FUND | ALBANY, NY | Other NONE | 1,159 | $21.7M | $12K |
| PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO, NY | TPA / Administrator CONTRACT ADMIN | 271 | $20.5M | $1K |
| PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO, NY | TPA / Administrator TPA | 192 | $20.4M | $9K |
| PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO, NY | TPA / Administrator TPA | 159 | $18.4M | $8K |
| BOARD OF TRUSTEES OF IBEW LOCAL 840 ANNUITY FUND LOCAL 840 IBEW ANNUITY FUND | GENEVA, NY | Other NONE | 536 | $16.1M | $10K |
| PRECISION GRINDING & MANUFACTURING CORP. PRECISION GRINDING & MANUFACTURING CORP. PROFIT SHARING 401(K) RETIREMENT PLAN | ROCHESTER, NY | TPA / Administrator CONTRACT ADMIN | 134 | $13.2M | -$778 |
| SHEET METAL WORKERS LOCAL 46 HEALTH FUND BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 46 HEALTH FUND | ROCHESTER, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 454 | $12.7M | $19K |
| IBEW LOCAL UNION 241 IBEW LOCAL #241 WELFARE BENEFITS PLAN | ITHACA, NY | Other | 170 | $12.7M | $15K |
| PRECISION GRINDING & MANUFACTURING CORP. PRECISION GRINDING & MANUFACTURING CORP. PROFIT SHARING 401(K) RETIREMENT PLAN | ROCHESTER, NY | TPA / Administrator CONTRACT ADMIN | 127 | $11.9M | $935 |
| IBEW LOCAL UNION 241 IBEW LOCAL #241 WELFARE BENEFITS PLAN | ITHACA, NY | Other | 148 | $11.8M | $14K |
| SHEET METAL WORKERS LOCAL 46 HEALTH FUND BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 46 HEALTH FUND | ROCHESTER, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 459 | $11.4M | $19K |
| HORSCHEL BROTHERS PRECISION, LLC HORSCHEL BROTHERS PRECISION 401K PLAN | SPRINGVILLE, NY | TPA / Administrator TPA | 129 | $10.8M | $0 |
| MCCRAITH BEVERAGES, INC. MCCRAITH BEVERAGES INC EMPLOYEE SAVINGS PLAN | NEW YORK MILLS, NY | TPA / Administrator TPA | 111 | $10.6M | — |
| MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 WELFARE FUND MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 WELFARE FUND | NORTH BRUNSWICK, NJ | Other NONE | 195 | $10.3M | $22K |
| IBEW LOCAL UNION 241 IBEW LOCAL #241 WELFARE BENEFITS PLAN | ITHACA, NY | Other | 122 | $10.2M | $12K |
| PRECISION GRINDING & MANUFACTURING CORP. PRECISION GRINDING & MANUFACTURING CORP. PROFIT SHARING 401(K) RETIREMENT PLAN | ROCHESTER, NY | TPA / Administrator CONTRACT ADMIN | 141 | $10.2M | $2K |
| MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 WELFARE FUND MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 WELFARE FUND | NORTH BRUNSWICK, NJ | Other NONE | 198 | $9.8M | $14K |
| TAPECON, INC. TAPECON, INC. 401(K) PROFIT SHARING PLAN | BUFFALO, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 106 | $9.4M | $3K |
| THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL, NY | TPA / Administrator CONTRACT ADMIN | 118 | $9.2M | $950 |
| HORSCHEL BROTHERS PRECISION, LLC HORSCHEL BROTHERS PRECISION 401K PLAN | SPRINGVILLE, NY | TPA / Administrator TPA | 128 | $9.0M | — |
| TAPECON, INC. TAPECON, INC. 401(K) PROFIT SHARING PLAN | BUFFALO, NY | TPA / Administrator THIRD PARTY ADMINISTRATOR | 107 | $8.5M | $1K |
| THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 157 | $7.8M | $0 |
| RICCELLI HOLDINGS, INC. RICCELLI HOLDINGS, INC. 401(K) & PROFIT SHARING PLAN | NORTH SYRACUSE, NY | Other NONE | 257 | $7.8M | $7K |
| BOARD OF TRUSTEES LOCAL NO. 840 IBEW HEALTH INSURANCE PLAN LOCAL NO. 840 I.B.E.W. GROUP INSURANCE PLAN | GENEVA, NY | Other NONE | 152 | $7.3M | $8K |
| KNOWLTON TECHNOLOGIES, LLC KNOWLTON TECHNOLOGIES, LLC UNION PLAN | WATERTOWN, NY | TPA / Administrator CONTRACT ADMIN | 105 | $7.2M | $0 |
| INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS ASBESTOS WORKERS INTL ASSN OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL NO. 26 ANNUITY PLAN | ROCHESTER, NY | Other NONE | 49 | $7.2M | $6K |
| RICCELLI ENTERPRISES, INC. RICCELLI ENTERPRISES, INC. 401K PROFIT SHARING PLAN | NORTH SYRACUSE, NY | TPA / Administrator TPA | 198 | $6.6M | $0 |
| BOARD OF TRUSTEES LOCAL NO. 840 IBEW HEALTH INSURANCE PLAN LOCAL NO. 840 I.B.E.W. GROUP INSURANCE PLAN | GENEVA, NY | Other NONE | 141 | $6.3M | $7K |
| GAULT CHEVROLET COMPANY, INC. GAULT CHEVROLET COMPANY, INC. SAVINGS PLAN | ENDICOTT, NY | TPA / Administrator CONTRACT ADMIN | 67 | $5.4M | $110 |
| KNOWLTON TECHNOLOGIES, LLC KNOWLTON TECHNOLOGIES, LLC UNION PLAN | WATERTOWN, NY | TPA / Administrator TPA | 89 | $5.3M | $0 |
| BOARD OF TRUSTEES LOCAL NO. 840 IBEW HEALTH INSURANCE PLAN LOCAL NO. 840 I.B.E.W. GROUP INSURANCE PLAN | GENEVA, NY | Other NONE | 135 | $5.1M | $8K |
| ROOFERS' LOCAL UNION NO. 22 SUPPLEMENTAL RETIREMENT PLAN BOARD OF TRUS ROOFERS' LOCAL UNION NO.22 SUPPLEMENTAL RETIREMENT | ROCHESTER, NY | Other NONE | 207 | $4.5M | $10K |
| ROOFERS' LOCAL UNION NO. 22 SUPPLEMENTAL RETIREMENT PLAN BOARD OF TRUS ROOFERS' LOCAL UNION NO.22 SUPPLEMENTAL RETIREMENT | ROCHESTER, NY | Other NONE | 200 | $4.5M | $17K |
| CAYUGA MEDICAL ASSOCIATES, P.C. CAYUGA MEDICAL ASSOCIATES, P.C. WELFARE BENEFITS PLAN | ITHACA, NY | Other ADMIN | 307 | — | $8K |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 138 | — | $57K |
| GAULT CHEVROLET COMPANY, INC. GAULT CHEVROLET COMPANY, INC. SAVINGS PLAN | ENDICOTT, NY | TPA / Administrator CONTRACT ADMIN | 61 | — | $640 |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 156 | — | $55K |
| CAYUGA MEDICAL ASSOCIATES, P.C. CAYUGA MEDICAL ASSOCIATES, P.C. WELFARE BENEFITS PLAN | ITHACA, NY | Other ADMIN | 508 | — | $9K |
| SRF PERSONNEL, INC. SRF PERSONNEL, INC. EMPLOYEE BENEFITS PLAN | SOUTHLAKE, TX | Broker BROKER | 102 | — | $53K |
| MCFARLAND JOHNSON INC. MCFARLAND-JOHNSON, INC. WELFARE BENEFITS PLAN | BINGHAMTON, NY | TPA / Administrator TPA | 204 | — | $6K |
| MCFARLAND JOHNSON INC. MCFARLAND-JOHNSON, INC. WELFARE BENEFITS PLAN | BINGHAMTON, NY | TPA / Administrator TPA | 219 | — | $8K |