How many employer clients does Lifetime Benefit Solutions, Inc. have?

Lifetime Benefit Solutions, Inc. is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 4 states.

Who are Lifetime Benefit Solutions, Inc.'s largest employer clients?

By plan participants, the largest include First Student, Inc. (50,777 participants), Pinnacle Employee Services (1,632 participants) and American Racing And Entertainment, LLC (781 participants).

How much does Lifetime Benefit Solutions, Inc. earn in commissions?

Insurers reported $145,958 in broker commissions paid to Lifetime Benefit Solutions, Inc. for plan year 2025, per Schedule A Part 1.

Where is Lifetime Benefit Solutions, Inc. located?

Lifetime Benefit Solutions, Inc. is based in Cobleskill, NY and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/New York

Lifetime Benefit Solutions, Inc.

Cobleskill, NY

Lifetime Benefit Solutions, Inc. of Cobleskill, NY is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans across 4 states, with $145,958 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$145,958

plan year 2025

Quick answer

Lifetime Benefit Solutions, Inc. (Cobleskill, NY) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lifetime Benefit Solutions, Inc. have?: Lifetime Benefit Solutions, Inc. is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 4 states.
Who are Lifetime Benefit Solutions, Inc.'s largest employer clients?: By plan participants, the largest include First Student, Inc. (50,777 participants), Pinnacle Employee Services (1,632 participants) and American Racing And Entertainment, LLC (781 participants).
How much does Lifetime Benefit Solutions, Inc. earn in commissions?: Insurers reported $145,958 in broker commissions paid to Lifetime Benefit Solutions, Inc. for plan year 2025, per Schedule A Part 1.
Where is Lifetime Benefit Solutions, Inc. located?: Lifetime Benefit Solutions, Inc. is based in Cobleskill, NY and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lifetime Benefit Solutions, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
First Student, Inc.	OH	50,777	2025-12-31
Pinnacle Employee Services	NY	1,632	2025-12-31
American Racing And Entertainment, LLC	NY	781	2025-12-31

12 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.