Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$974K
- Dental$129K
- Short-term disability$127K
- Life$91K
- Long-term disability$60K
- +2 more
Sponsor portfolio
LIFESTEPS, INC.
EIN 25-1665243individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$3.4M premiums
Participants
1,245
383 NEW CASTLE RD - BUTLER, PA 160011743724-283-1010lifesteps.netLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 478 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
80%top
- SEUBERT & ASSOCIATES, INC.80%
- JAY G SHAFFER20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAX-DEFERRED ANNUITY PLAN OF LIFESTEPS, INC.
403b
Assets$5.6M
Participants827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFESTEPS, INC. HEALTH & WELFARE PLAN
Fully Insured - HIGHMARK, INC.
Premiums$3.4M
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAX-DEFERRED ANNUITY PLAN OF LIFESTEPS, INC. | 403b | $5.6M | 827 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFESTEPS, INC. HEALTH & WELFARE PLAN | Fully Insured | HIGHMARK, INC. | $3.4M | 478 | 2025 |
Retirement plans
Welfare plans