Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$331K
- Prescription drug$331K
- Life$83K
- Short-term disability$83K
- Long-term disability$83K
- Other$83K
Sponsor portfolio
STEPPINGSTONE, INC.
EIN 04-2505146mental health careLatest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$439K premiums
Participants
251
111 DURFEE STREET - FALL RIVER, MA 02720508-567-4427steppingstoneinc.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $439K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- MASS GENERAL BRIGHAM HEALTH PLAN75%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
- DELTA DENTAL OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
50%top
- HUB INTERNATIONAL MIDWEST LIMITED50%
- DIGITAL INSURANCE LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPPINGSTONE, INC. 401(K) PLAN
401k
Assets$2.4M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEPPINGSTONE, INC.
Mixed - MASS GENERAL BRIGHAM HEALTH PLAN
Premiums$439K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPPINGSTONE, INC. 401(K) PLAN | 401k | $2.4M | 125 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEPPINGSTONE, INC. | Mixed | MASS GENERAL BRIGHAM HEALTH PLAN | $439K | 131 | 2024 |
Retirement plans
Welfare plans