PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STEPSTONE HOSPITALITY INC.
Sponsor portfolio

STEPSTONE HOSPITALITY INC.

EIN 20-5320681-hospitality-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$3.8M premiums
Participants
2,600
333 WESTMINSTER STREET, SUITE 4 - PROVIDENCE, RI 02903401-865-6907stepstonehospitality.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$5.9M - 1,476 part#501Fully Insured-$3.8M - 909 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 909 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$282K
  • Short-term disability$181K
  • Long-term disability$181K
  • Life$112K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE1%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $324K1 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

STEPSTONE HOSPITALITY INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.9M
Participants1,476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEPSTONE HOSPITALITY, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.8M
Covered lives909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEPSTONE HOSPITALITY INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$5.9M1,4762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEPSTONE HOSPITALITY, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.8M9092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica