Sponsor portfolio
STEELE INSURANCE AGENCY
EIN 34-1004486insuranceLatest filing 2025
Plans
3
Retirement
1
$498K assets
Welfare
2
Participants
10
48259 NATIONAL ROAD WEST - SAINT CLAIRSVILLE, OH 43950740-695-8200steeleinsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEELE INSURANCE ASSOCIATES, INC. 401(K) PLAN
401k
Assets$498K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STEELE INSURANCE AGENCY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
STEELE INSURANCE ASSOCIATES INC OFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEELE INSURANCE ASSOCIATES, INC. 401(K) PLAN | 401k | $498K | 7 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEELE INSURANCE AGENCY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 502 | STEELE INSURANCE ASSOCIATES INC OFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans