Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$4.5M
- Prescription drug$4.5M
- Life$149K
- Vision$107K
- Other$97K
Sponsor portfolio
STEP FORWARD
EIN 34-0965350non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$4.7M premiums
Participants
744
1801 SUPERIOR AVENUE E., SUITE 400 - CLEVELAND, OH 441142107216-696-9077ceogc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 456 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- MEDICAL MUTUAL97%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- STANDARD INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEP FORWARD 403(B) RETIREMENT PLAN
403b
Assets$21.5M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEP FORWARD WELFARE BENEFIT PLAN
Fully Insured - MEDICAL MUTUAL
Premiums$4.7M
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEP FORWARD 403(B) RETIREMENT PLAN | 403b | $21.5M | 438 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEP FORWARD WELFARE BENEFIT PLAN | Fully Insured | MEDICAL MUTUAL | $4.7M | 456 | 2025 |
Retirement plans
Welfare plans