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Sponsor portfolio

STONE TRANSPORT LIMITED PARTNERSHIP

EIN 20-2609942-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$239K premiums
Participants
891
PO BOX 1506 - SAGINAW, MI 48605989-754-4788
Plans on this EIN
2 filings
#001401k-$6.0M - 592 part#501Mixed-$239K - 474 lives

Benefits portfolio analytics

1 plan / $239K premiums / 474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$126K
  • Life$99K
  • Long-term disability$99K
  • Other$99K
  • Vision$14K
Total $239K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY41%
  • EYEMED VISION CARE6%
Total $239K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STONE AND EXCEL 401(K) PLAN

401k

Assets$6.0M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STONE TRANSPORT LIMITED PARTNERSHIP WELFARE PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$239K
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONE AND EXCEL 401(K) PLAN401k$6.0M5922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STONE TRANSPORT LIMITED PARTNERSHIP WELFARE PLANMixedDELTA DENTAL OF MICHIGAN$239K4742025
Retirement plans
Welfare plans
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