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Sponsor portfolio

STAKEHOLDER PAYROLL SERVICES, LLC

EIN 26-0588250-Latest filing 2025
Plans
2
Retirement
1
$120.3M assets
Welfare
1
$5.0M premiums
Participants
16,863
12201 BLUEGRASS PARKWAY - LOUISVILLE, KY 40299502-568-7800
Plans on this EIN
2 filings
#001401k-$120.3M - 11,586 part#502Mixed-$5.0M - 5,277 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 5,277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.5M
  • Long-term disability$3.5M
  • Other$3.5M
  • Dental$1.3M
  • Vision$202K
Total $5.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
  • DELTA DENTAL OF CALIFORNIA26%
  • VISION SERVICE PLAN4%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • USI INSURANCE SERVICES LLC77%
  • OPTAVISE, LLC22%
  • LOCKTON COMPANIES, LLC1%
Total $777K3 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

STAKEHOLDER PAYROLL SERVICES, LLC. 401(K) PLAN

401k

Assets$120.3M
Participants11,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STAKEHOLDER PAYROLL SERVICES, LLC AND SUBSIDIARIES HEALTH AND WELFARE BENEFITS PLAN

Mixed - LINCOLN FINANCIAL GROUP

Premiums$5.0M
Covered lives5,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STAKEHOLDER PAYROLL SERVICES, LLC. 401(K) PLAN401k$120.3M11,5862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STAKEHOLDER PAYROLL SERVICES, LLC AND SUBSIDIARIES HEALTH AND WELFARE BENEFITS PLANMixedLINCOLN FINANCIAL GROUP$5.0M5,2772025
Retirement plans
Welfare plans
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