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Sponsor portfolio

STEVENS INDUSTRIES, INC.

EIN 37-0899991-furniture-Latest filing 2025
Plans
3
Retirement
2
$52.3M assets
Welfare
1
$243K premiums
Participants
1,589
704 WEST MAIN STREET - TEUTOPOLIS, IL 62467217-857-7100stevensind.comLinkedIn501-1000 employeesfurniture
Plans on this EIN
3 filings
#001401k-$33.6M - 558 part#002ESOP-$18.8M - 478 part#501Mixed-$243K - 553 lives

Retirement portfolio analytics

2 plans aggregated / $52.3M assets / 1,036 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • INDUSTRIES, INC. 401(K) (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $52.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • CPI QUALIFIED PLAN CONSULTANTS, INC64%
  • (Not disclosed)36%
Total $52.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. 401(K) (#001)558
  • EMPLOYEE STOCK OWNERSHIP (#002)478
Total 1,036Click row to drill in

Benefits portfolio analytics

1 plan / $243K premiums / 553 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$200K
  • Long-term disability$200K
  • Other$200K
  • Vision$43K
Total $243K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • VISION SERVICE PLAN18%
Total $243K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • UNKNOWN6%
Total $35K2 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

STEVENS INDUSTRIES, INC. 401(K) PLAN

401k

Assets$33.6M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.8M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEVENS INDUSTRIES GROUP HEALTH AND LIFE INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$243K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEVENS INDUSTRIES, INC. 401(K) PLAN401k$33.6M5582024
002STEVENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.8M4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEVENS INDUSTRIES GROUP HEALTH AND LIFE INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$243K5532025
Retirement plans
Welfare plans
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