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Sponsor portfolio

STELLA MARIS, INC.

EIN 34-0896181-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$45K premiums
Participants
217
1320 WASHINGTON AVENUE - CLEVELAND, OH 44113216-727-2053LinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$2.4M - 114 part#501Mixed-$45K - 106 lives

Benefits portfolio analytics

1 plan / $45K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$27K
  • Life$14K
  • Other$14K
  • Vision$4K
Total $45K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $45K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • THE JAMES B OSWALD COMPANY73%
  • CENTRO BENEFITS RESEARCH LLC17%
  • NFP INSURANCE SERVICES INC10%
Total $9K3 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

THE STELLA MARIS 403B PLAN

403b

Assets$2.4M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STELLA MARIS, INC. WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$45K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE STELLA MARIS 403B PLAN403b$2.4M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STELLA MARIS, INC. WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$45K1062025
Retirement plans
Welfare plans
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