Assets by plan
Share of aggregate retirement assets
Filings through .
Stephenson Equipment, Inc.
EIN 25-1511922constructionLatest filing 2025
Plans
4
Retirement
2
$49.0M assets
Health & Benefits
2
$443K premiums
Participants
1,081
401 PORT VIEW DR SUITE 100 - HARRISBURG, PA 17111717-558-7236stephensonequipment.comLinkedIn51-200 employeesconstruction
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $49.0M assets / 575 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $443K premiums / 408 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$149K
- Short-term disability$130K
- Long-term disability$91K
- Life$51K
- Vision$23K
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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
STEPHENSON EQUIPMENT, INC. 401(K) PLAN
401(k)
Assets$29.4M
Participants331
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
STEPHENSON EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.6M
Participants244
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
STEPHENSON EQUIPMENT, INC. GROUP INSURANCE PLAN
Fully insured - UNITED CONCORDIA INSURANCE COMPANY
Premiums$443K
Covered lives408
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STEPHENSON EQUIPMENT, INC. 401(K) PLAN | 401(k) | $29.4M | 331 | 2025 |
| #002 | STEPHENSON EQUIPMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.6M | 244 | 2025 |
- #001 · 401(k) · 2025331
- #002 · ESOP · 2025244
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | STEPHENSON EQUIPMENT, INC. GROUP INSURANCE PLAN | Fully insured | UNITED CONCORDIA INSURANCE COMPANY | $443K | 408 | 2025 |
| #501 | STEPHENSON EQUIPMENT, INC. GROUP MEDICAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #504 · Fully insured · UNITED CONCORDIA INSURANCE COMPANY · 2025408
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans