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  2. STEAMBOAT IS, INC.
Sponsor portfolio

STEAMBOAT IS, INC.

EIN 27-1251861-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$258K premiums
Participants
746
3550 GEORGE BUSBEE PKWY NW STE 300 - KENNESAW, GA 301445433678-541-8679
Plans on this EIN
2 filings
#001401k-$26.3M - 404 part#501Mixed-$258K - 341 lives

Benefits portfolio analytics

1 plan / $258K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$214K
  • Short-term disability$214K
  • Long-term disability$214K
  • Vision$43K
Total $258K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • VISION SERVICE PLAN17%
Total $258K2 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • SUTTON, FRANK L44%
  • NEP GA LLC40%
  • SECURITAS FINANCIAL SERVICES16%
Total $27K3 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

STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$26.3M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEAMBOAT GROUP WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$258K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEAMBOAT IS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$26.3M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEAMBOAT GROUP WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$258K3412025
Retirement plans
Welfare plans
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