Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$4.5M
- Other$93K
- Vision$33K
Sponsor portfolio
NEXT STEP HEALTHCARE LLC
EIN 26-3581415hospital & health careLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$4.6M premiums
Participants
2,292
400 TRADECENTER STE 7950 - WOBURN, MA 01801781-404-3900nextstephc.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.6M premiums / 797 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
- EYEMED VISION CARE1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
50%top
- NATIONAL BENEFITS GROUP OF AMERICA50%
- ALLIANT INSURANCE SERVICES, INC.50%
- MMG AGENCY INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEXT STEP HEALTHCARE 401(K) PLAN
401k
Assets$10.0M
Participants1,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXT STEP HEALTHCARE LLC WELFARE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$4.6M
Covered lives797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXT STEP HEALTHCARE 401(K) PLAN | 401k | $10.0M | 1,492 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXT STEP HEALTHCARE LLC WELFARE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE CO. | $4.6M | 797 | 2025 |
Retirement plans
Welfare plans