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Sponsor portfolio

STEVENS ENGINEERS & CONSTRUCTORS, INC.

EIN 34-1048714-construction-Latest filing 2025
Plans
3
Retirement
2
$32.5M assets
Welfare
1
$1.1M premiums
Participants
479
7850 FREEWAY CIRCLE, SUITE 100 - MIDDLEBURG HEIGHTS, OH 441306307440-234-7888stevensec.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002401k-$27.0M - 219 part#003ESOP-$5.5M - 137 part#502Fully Insured-$1.1M - 246 lives

Retirement portfolio analytics

2 plans aggregated / $32.5M assets / 356 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CONTRUCTORS AND SUBSIDIARIES (#002)83%
  • EMPLOYEE STOCK OWNERSHIP (#003)17%
Total $32.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
83%top
  • VOYA RETIREMENT INSURANCE & ANNUITY83%
  • CBIZ RETIREMENT PLAN SERVICES17%
Total $32.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRUCTORS AND SUBSIDIARIES (#002)219
  • EMPLOYEE STOCK OWNERSHIP (#003)137
Total 356Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$871K
  • Other$80K
  • Dental$53K
  • Life$53K
  • Long-term disability$29K
  • Short-term disability$21K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEVENS ENGINEERS AND CONTRUCTORS AND SUBSIDIARIES

401k

Assets$27.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STEVENS ENGINEERS & CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.5M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STEVENS WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEVENS ENGINEERS AND CONTRUCTORS AND SUBSIDIARIES401k$27.0M2192024
003STEVENS ENGINEERS & CONSTRUCTORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.5M1372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STEVENS WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.1M2462025
Retirement plans
Welfare plans
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