Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$914K
- Short-term disability$648K
- Long-term disability$648K
- Dental$371K
- Life$245K
- Vision$70K
Filings through .
Top hat
Step by Step, Inc.
EIN 23-2053563individual & family servicesLatest filing 2025
Plans
5
Retirement
1
$23.8M assets
Health & Benefits
4
$1.4M premiums
Participants
1,547
744 KIDDER STREET - WILKES BARRE, PA 18702570-829-3477stepbystepusa.comLinkedIn1001-5000 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $1.4M premiums / 4,339 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC
401(k)
Assets$23.8M
Participants1,547
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
STEP-BY-STEP, INC. LONG TERM DISABILITY INSURANCE
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$648K
Covered lives1,044
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
STEP-BY-STEP, INC. HEALTH INSURANCE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$441K
Covered lives1,044
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
STEP-BY-STEP, INC. GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$245K
Covered lives1,044
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
STEP BY STEP, INC. EMPLOYEE ASSISTANCE PLAN
Fully insured - EMPLOYEE ASSISTANCE GROUP
Premiums$22K
Covered lives1,207
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC | 401(k) | $23.8M | 1,547 | 2025 |
- #001 · 401(k) · 20251,547
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | STEP-BY-STEP, INC. LONG TERM DISABILITY INSURANCE | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $648K | 1,044 | 2025 |
| #502 | STEP-BY-STEP, INC. HEALTH INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $441K | 1,044 | 2025 |
| #501 | STEP-BY-STEP, INC. GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $245K | 1,044 | 2025 |
| #507 | STEP BY STEP, INC. EMPLOYEE ASSISTANCE PLAN | Fully insured | EMPLOYEE ASSISTANCE GROUP | $22K | 1,207 | 2025 |
- #503 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,044
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,044
- #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,044
- #507 · Fully insured · EMPLOYEE ASSISTANCE GROUP · 20251,207
Retirement plans
Health & Benefits plans