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Sponsor portfolioTH

STEPAN COMPANY

EIN 36-1823834-chemicals-Latest filing 2024
Plans
6
Retirement
5
$564.3M assets
Welfare
1
$2.1M premiums
Participants
6,099
1101 SKOKIE BOULEVARD SUITE 500 - NORTHBROOK, IL 60062847-446-7500stepan.comLinkedIn1001-5000 employeeschemicals
Plans on this EIN
6 filings
#009401k-$395.4M - 1,798 part#002TraditionalDB-$97.6M - 934 part#013ESOP-$41.9M - 1,783 part#007TraditionalDB-$26.3M - 255 part#003TraditionalDB-$3.0M - 55 part#506Mixed-$2.1M - 2,311 lives

Retirement portfolio analytics

5 plans aggregated / $564.3M assets / 4,825 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • INVESTMENT RETIREMENT PLAN (#009)70%
  • FOR SALARIED EMPLOYEES (#002)17%
  • OWNERSHIP PLAN II (#013)7%
  • ANAHEIM HOURLY EMPLOYEES (#007)5%
  • MAYWOOD HOURLY EMPLOYEES (#003)1%
Total $564.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT RETIREMENT PLAN (#009)1,798
  • OWNERSHIP PLAN II (#013)1,783
  • FOR SALARIED EMPLOYEES (#002)934
  • ANAHEIM HOURLY EMPLOYEES (#007)255
  • MAYWOOD HOURLY EMPLOYEES (#003)55
Total 4,825Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 2,311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.0M
  • Other$667K
  • Life$642K
  • Long-term disability$401K
  • Dental$60K
  • Health$14K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY47%
  • RELIASTAR LIFE INSURANCE COMPANY30%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA19%
  • DELTA DENTAL OF CALIFORNIA2%
  • MAGELLAN HEALTHCARE1%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $43K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN

401k

Assets$395.4M
Participants1,798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEPAN COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEES

TraditionalDB

Assets$97.6M
Participants934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

STEPAN COMPANY EMPLOYEE STOCK OWNERSHIP PLAN II

ESOP

Assets$41.9M
Participants1,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

STEPAN COMPANY RETIREMENT PLAN FOR MILLSDALE HOURLY AND ANAHEIM HOURLY EMPLOYEES

TraditionalDB

Assets$26.3M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STEPAN COMPANY RETIREMENT PLAN FOR MAYWOOD HOURLY EMPLOYEES

TraditionalDB

Assets$3.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

STEPAN COMPANY EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY

Premiums$2.1M
Covered lives2,311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
009STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN401k$395.4M1,7982024
002STEPAN COMPANY RETIREMENT PLAN FOR SALARIED EMPLOYEESTraditionalDB$97.6M9342024
013STEPAN COMPANY EMPLOYEE STOCK OWNERSHIP PLAN IIESOP$41.9M1,7832024
007STEPAN COMPANY RETIREMENT PLAN FOR MILLSDALE HOURLY AND ANAHEIM HOURLY EMPLOYEESTraditionalDB$26.3M2552024
003STEPAN COMPANY RETIREMENT PLAN FOR MAYWOOD HOURLY EMPLOYEESTraditionalDB$3.0M552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STEPAN COMPANY EMPLOYEE WELFARE BENEFIT PLANMixedHEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY$2.1M2,3112024
Retirement plans
Welfare plans
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