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Sponsor portfolio

STEPSTONE GROUP, LP

EIN 33-1156466-glass, ceramics & concrete-Latest filing 2025
Plans
2
Retirement
1
$101.1M assets
Welfare
1
$1.5M premiums
Participants
1,687
4225 EXECUTIVE SQUARE, SUITE 1600 - LA JOLLA, CA 92037858-558-9700stepstoneprecast.comLinkedIn51-200 employeesglass, ceramics & concrete
Plans on this EIN
2 filings
#001401k-$101.1M - 955 part#501Fully Insured-$1.5M - 1,738 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$871K
  • Vision$727K
  • Other$678K
  • Life$622K
  • Short-term disability$617K
  • Long-term disability$617K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • METROPOLITAN LIFE INSURANCE COMPANY48%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA40%
  • UNITEDHEALTHCARE INSURANCE COMPANY10%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HUB INTERNATIONAL MIDWEST LIMITED84%
  • LOCKTON COMPANIES, LLC12%
  • PLANSOURCE BENEFITS ADMINISTRATION4%
  • IMG0%
Total $121K4 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

STEPSTONE GROUP LP 401(K) RETIREMENT PLAN

401k

Assets$101.1M
Participants955
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEPSTONE GROUP, LP HEALTH AND WELFARE PLANS

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEPSTONE GROUP LP 401(K) RETIREMENT PLAN401k$101.1M9552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEPSTONE GROUP, LP HEALTH AND WELFARE PLANSFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.5M1,7382025
Retirement plans
Welfare plans
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