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  2. SAINT STREET HOLDINGS, INC.
Sponsor portfolio

SAINT STREET HOLDINGS, INC.

EIN 32-0364022-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.9M premiums
Participants
574
550 CONGRESSIONAL BLVD., #1103 - CARMEL, IN 46032317-413-6242saintstreet.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filings
#004401k-$3.5M - 408 part#505Fully Insured-$1.9M - 166 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • Other$123K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • HEALTH RESOURCES, INC.1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SYCAMORE INSURANCE ASSOCIATES, LLC100%
Total $133K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$3.5M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SAINT STREET HOLDINGS, INC BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004EMPLOYEES' 401(K) RETIREMENT PLAN401k$3.5M4082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SAINT STREET HOLDINGS, INC BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1662025
Retirement plans
Welfare plans
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