Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.1M
- Other$1.1M
- Dental$1.1M
- Long-term disability$346K
- Vision$48K
Sponsor portfolio
STEVENS & LEE PC
EIN 23-1886296law practiceLatest filing 2025
Plans
2
Retirement
1
$281.2M assets
Welfare
1
$1.5M premiums
Participants
975
111 N 6TH ST, PO BOX 679 - READING, PA 196030679610-478-2000stevenslee.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 685 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- METROPOLITAN LIFE INSURANCE COMPANY74%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
- BLUE CROSS OF CALIFORNIA3%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
56%top
- ASSUREDPARTNERS56%
- DRAKE LEHNER & MORGAN LLC33%
- TOMPKINS INSURANCE AGENCIES11%
- USI INSURANCE SERVICES LLC1%
- THE LOOMIS COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEVENS & LEE SAVINGS PLAN
401k
Assets$281.2M
Participants546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE STEVENS & LEE, P.C. FLEXIBLE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVENS & LEE SAVINGS PLAN | 401k | $281.2M | 546 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE STEVENS & LEE, P.C. FLEXIBLE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.5M | 685 | 2025 |
Retirement plans
Welfare plans