Form 5500 · Employee benefit plan · ROCHESTER, NY
LIFETIME ASSISTANCE, INC.
LIFETIME ASSISTANCE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BROWN & BROWN INSURANCE SVCS. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2221158 · plan 506 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE SHIELD | Health | 483 | December | $6,029,835 | $149,963 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 297 | December | $60,391 | $9,059 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Disability | 1,037 | December | $125,720 | $5,129 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | Life | 1,068 | December | $183,161 | $4,416 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 149 | December | $72,232 | $3,265 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 131 | December | $16,975 | $2,553 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 103 | December | $24,209 | $2,426 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 111 | December | $21,465 | $2,147 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 25 | December | $22,414 | $2,119 |
| LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | — | 286 | December | $4,521 | $678 |
| VISION SERVICE PLAN | Vision | 432 | December | $60,640 | $354 |
| EMPLOYEE NETWORK, INC. | — | 1,402 | December | $18,773 | $0 |
Questions
Who is LIFETIME ASSISTANCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LIFETIME ASSISTANCE, INC.'s broker of record is BROWN & BROWN INSURANCE SVCS.
What insurance carrier does LIFETIME ASSISTANCE, INC. use?
LIFETIME ASSISTANCE, INC.'s benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 12 disclosed carriers.
When does LIFETIME ASSISTANCE, INC.'s group plan renew?
The most recent Schedule A policy period for LIFETIME ASSISTANCE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIFETIME ASSISTANCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.