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Sponsor portfolio

STEPHENSON EQUIPMENT, INC.

EIN 25-1511922-construction-Latest filing 2024
Plans
4
Retirement
2
$35.5M assets
Welfare
2
$1.3M premiums
Participants
1,057
401 PORT VIEW DR SUITE 100 - HARRISBURG, PA 17111717-558-7236stephensonequipment.comLinkedIn51-200 employeesconstruction
Plans on this EIN
4 filings
#001401k-$24.1M - 309 part#002ESOP-$11.4M - 243 part#501Self Funded-$910K - 219 lives#504Fully Insured-$414K - 400 lives

Retirement portfolio analytics

2 plans aggregated / $35.5M assets / 552 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EQUIPMENT, INC. 401(K) (#001)68%
  • EMPLOYEE STOCK OWNERSHIP (#002)32%
Total $35.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EQUIPMENT, INC. 401(K) (#001)309
  • EMPLOYEE STOCK OWNERSHIP (#002)243
Total 552Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$910K
  • Dental$133K
  • Short-term disability$119K
  • Long-term disability$90K
  • Life$51K
  • Vision$21K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • AVALON INSURANCE COMPANY54%
  • STANDARD INSURANCE COMPANY20%
  • EVEREST REINSURANCE COMPANY14%
  • UNITED CONCORDIA INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • MCCONKEY BENEFITS & FINANCIAL SERV57%
  • MATHER & STROHL ADMIN SVC INC43%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STEPHENSON EQUIPMENT, INC. 401(K) PLAN

401k

Assets$24.1M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEPHENSON EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.4M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN

Self Funded - AVALON INSURANCE COMPANY

Premiums$910K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

STEPHENSON EQUIPMENT, INC. GROUP INSURANCE PLAN

Fully Insured - UNITED CONCORDIA INSURANCE COMPANY

Premiums$414K
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEPHENSON EQUIPMENT, INC. 401(K) PLAN401k$24.1M3092024
002STEPHENSON EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.4M2432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLANSelf FundedAVALON INSURANCE COMPANY$910K2192024
504STEPHENSON EQUIPMENT, INC. GROUP INSURANCE PLANFully InsuredUNITED CONCORDIA INSURANCE COMPANY$414K4002024
Retirement plans
Welfare plans
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