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LIFESTEPS

EIN 33-0720982-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$977K premiums
Participants
590
3247 RAMOS CIRCLE - SACRAMENTO, CA 95827916-965-0110lifestepsusa.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$3.0M - 231 part#501Fully Insured-$977K - 357 lives

Benefits portfolio analytics

1 plan / $977K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$867K
  • Prescription drug$867K
  • Dental$78K
  • Other$21K
  • Life$10K
  • Vision$9K
Total $977K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • KAISER FOUNDATION HEALTH PLAN INC81%
  • DELTA DENTAL OF CALIFORNIA8%
  • WESTERN HEALTH ADVANTAGE8%
  • CLAREMONT EAP1%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
  • +1 more
Total $977K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INTERWEST INSURANCE SERVICES, LLC100%
Total $70K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LIFESTEPS 401(K) PROFIT SHARING PLAN

401k

Assets$3.0M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIFE SKILLS TRAINING & EDUCATIONAL PROGRAMS WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$977K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIFESTEPS 401(K) PROFIT SHARING PLAN401k$3.0M2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIFE SKILLS TRAINING & EDUCATIONAL PROGRAMS WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$977K3572025
Retirement plans
Welfare plans
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