Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	STEP2 DISCOVERY, LLC MEDICAL PLAN FOR BACKYARD LEISURE	Fully Insured	BLUE CROSS AND BLUE SHIELD OF KANSAS	$1.5M	309	2024
505	THE STEP2 COMPANY, LLC GROUP WELFARE PLAN	Mixed	UNITED OF OMAHA LIFE INSURANCE COMPANY	$486K	675	2025

Retirement plans

Welfare plans

Sponsor portfolio

THE STEP2 COMPANY, LLC

EIN 20-8347868paper & forest productsLatest filing 2025

Plans

Retirement

$11.6M assets

Welfare

$2.0M premiums

Participants

899

3005 AIRPORT DRIVE - PITTSBURG, KS 66762620-232-2400LinkedIn201-500 employeespaper & forest products

Plans on this EIN

3 filings

#001401k-$11.6M - 273 part #501Fully Insured-$1.5M - 309 lives #505Mixed-$486K - 675 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 984 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$279K
Vision$265K
Life$265K
Long-term disability$265K
Dental$207K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

55%top

UNITED OF OMAHA LIFE INSURANCE COMPANY55%
SUN LIFE ASSURANCE COMPANY OF CANADA43%
BEHAVIOR MANAGEMENT ASSOCIATES, INC., DBA IMPACT SOLUTIONS2%

Broker market share

Schedule A broker compensation

Single broker

100%top

USI INSURANCE SERVICES LLC100%

Plan deep-dives

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

Retirement#001

STEP2 DISCOVERY LLC 401K PLAN

401k

Assets$11.6M

Participants273

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501

STEP2 DISCOVERY, LLC MEDICAL PLAN FOR BACKYARD LEISURE

Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS

Premiums$1.5M

Covered lives309

Inside the deep dive

Premium breakdownCarriersBrokersCoverage stats

Open plan deep dive

Welfare#505