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  2. STEP BY STEP, INC.
Sponsor portfolioTH

STEP BY STEP, INC.

EIN 23-2053563-individual & family services-Latest filing 2025
Plans
5
Retirement
1
$23.8M assets
Welfare
4
$1.4M premiums
Participants
1,547
744 KIDDER STREET - WILKES BARRE, PA 18702570-829-3477stepbystepusa.comLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
5 filings
#001401k-$23.8M - 1,547 part#503Mixed-$648K - 1,044 lives#502Mixed-$441K - 1,044 lives#501Fully Insured-$245K - 1,044 lives#507Fully Insured-$22K - 1,207 lives

Benefits portfolio analytics

4 plans / $1.4M premiums / 4,339 covered lives

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
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • ESI EMPLOYEE ASSISTANCE GROUP2%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JOHNSON KENDALL AND JOHNSON100%
Total $170K1 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

RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

401k

Assets$23.8M
Participants1,547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

STEP-BY-STEP, INC. LONG TERM DISABILITY INSURANCE

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$648K
Covered lives1,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STEP-BY-STEP, INC. HEALTH INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$441K
Covered lives1,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

STEP-BY-STEP, INC. GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$245K
Covered lives1,044
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

STEP BY STEP, INC. EMPLOYEE ASSISTANCE PLAN

Fully Insured - EMPLOYEE ASSISTANCE GROUP

Premiums$22K
Covered lives1,207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC401k$23.8M1,5472025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503STEP-BY-STEP, INC. LONG TERM DISABILITY INSURANCEMixedSUN LIFE ASSURANCE COMPANY OF CANADA$648K1,0442025
502STEP-BY-STEP, INC. HEALTH INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$441K1,0442025
501STEP-BY-STEP, INC. GROUP LIFE & ACCIDENTAL DEATH & DISMEMBERMENT INSURANCEFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$245K1,0442025
507STEP BY STEP, INC. EMPLOYEE ASSISTANCE PLANFully InsuredEMPLOYEE ASSISTANCE GROUP$22K1,2072025
Retirement plans
Welfare plans
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