Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.8M
- Long-term disability$952K
- Dental$878K
- Life$729K
- Other$255K
- Short-term disability$190K
- +1 more
Sponsor portfolio
STEPHENS SHARED SERVICES LLC
EIN 27-2059091Latest filing 2025
Plans
2
Retirement
1
$409.3M assets
Welfare
1
$4.7M premiums
Participants
3,103
P.O. BOX 3507 - LITTLE ROCK, AR 72203501-377-2346
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 2,220 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
- UNITEDHEALTHCARE INSURANCE COMPANY38%
- DELTA DENTAL OF CALIFORNIA22%
Broker market share
Schedule A broker compensation
84%top
- STEPHENS INSURANCE LLC84%
- AVANT SPECIALTY BENEFITS LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPHENS EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$409.3M
Participants1,857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEPHENS FLEXIBLE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE STOP LOSS - UNITED HEALTH
Premiums$4.7M
Covered lives2,220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHENS EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $409.3M | 1,857 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEPHENS FLEXIBLE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE STOP LOSS - UNITED HEALTH | $4.7M | 2,220 | 2025 |
Retirement plans
Welfare plans