Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Dental$167K
- Vision$167K
- Life$16K
- Other$16K
Sponsor portfolio
ONE STEP UP, LTD
EIN 13-3158610wholesaleLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$4.2M premiums
Participants
452
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 516 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- SUN LIFE ASSURANCE COMPANY OF CANADA0%
Broker market share
Schedule A broker compensation
60%top
- CORPORATE SYNERGIES GROUP LLC60%
- PROFESSIONAL GROUP PLANS INC36%
- CENTRO BENEFITS RESEARCH LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ONE STEP UP, LTD 401(K) PLAN
401k
Assets$28.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
ONE STEP UP EMPLOYEE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.2M
Covered lives516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ONE STEP UP, LTD 401(K) PLAN | 401k | $28.9M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | ONE STEP UP EMPLOYEE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.2M | 516 | 2025 |
Retirement plans
Welfare plans