Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.0M
- Other$1.0M
- Dental$1.0M
- Long-term disability$239K
- Vision$48K
Sponsor portfolio
STEVENS & LEE
EIN 23-1886296law practiceLatest filing 2024
Plans
2
Retirement
1
$281.2M assets
Welfare
1
$1.3M premiums
Participants
933
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 636 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- METROPOLITAN LIFE INSURANCE COMPANY78%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- BLUE CROSS OF CALIFORNIA4%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
57%top
- ASSUREDPARTNERS57%
- DRAKE LEHNER & MORGAN LLC33%
- TOMPKINS INSURANCE AGENCIES9%
- 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$1.3M
Covered lives636
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 | $1.3M | 636 | 2024 |
Retirement plans
Welfare plans