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  2. STEELCASE, INC.
Sponsor portfolio

STEELCASE, INC.

EIN 38-0819050-furniture-Latest filing 2025
Plans
6
Retirement
2
$1.50B assets
Welfare
4
$55.2M premiums
Participants
12,033
901 44TH STREET SE - GRAND RAPIDS, MI 49508616-246-1900steelcase.comLinkedIn10001+ employeesfurniture
Plans on this EIN
6 filings
#001401k-$1.50B - 5,704 part#019401k-$985K - 11 part#506Fully Insured-$53.8M - 8,280 lives#555Mixed-$1.0M - 1,888 lives#501Mixed-$319K - 434 lives#550Mixed-$53K - 109 lives

Retirement portfolio analytics

2 plans aggregated / $1.50B assets / 5,715 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC. RETIREMENT PLAN (#001)100%
  • 401(K) DEFERRED Savings (#019)0%
Total $1.50BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $1.50BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)5,704
  • 401(K) DEFERRED Savings (#019)11
Total 5,715Click row to drill in

Benefits portfolio analytics

4 plans / $55.2M premiums / 10,711 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$46.6M
  • Dental$17.1M
  • Vision$5.3M
  • Other$3.6M
  • Life$2.9M
  • Short-term disability$816K
  • +1 more
Total $54.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • PRIORITY HEALTH53%
  • AETNA LIFE INSURANCE COMPANY18%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • +3 more
Total $54.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • JENNIFER N BUCK56%
  • AON CONSULTING INC35%
  • HEWITT INSURANCE BROKERAGE LLC9%
  • MERCER HEALTH AND BENEFITS, LLC0%
  • ALIGHT SOLUTIONS0%
  • +1 more
Total $2.1M6 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

STEELCASE INC. RETIREMENT PLAN

401k

Assets$1.50B
Participants5,704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

CLESTRA HAUSERMAN 401(K) DEFERRED SAVINGS PLAN

401k

Assets$985K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

STEELCASE INC. EMPLOYEE BENEFIT PLAN

Fully Insured - PRIORITY HEALTH INSURANCE COMPANY

Premiums$53.8M
Covered lives8,280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555

STEELCASE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREES

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives1,888
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HALCON CORPORATION EMPLOYEE MEDICAL BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$319K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

STEELCASE BENEFIT PLAN FOR NON-MEDICARE ELIGIBLE RETIREES

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$53K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEELCASE INC. RETIREMENT PLAN401k$1.50B5,7042025
019CLESTRA HAUSERMAN 401(K) DEFERRED SAVINGS PLAN401k$985K112025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STEELCASE INC. EMPLOYEE BENEFIT PLANFully InsuredPRIORITY HEALTH INSURANCE COMPANY$53.8M8,2802025
555STEELCASE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREESMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.0M1,8882025
501HALCON CORPORATION EMPLOYEE MEDICAL BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$319K4342024
550STEELCASE BENEFIT PLAN FOR NON-MEDICARE ELIGIBLE RETIREESMixedDELTA DENTAL OF MICHIGAN$53K1092025
Retirement plans
Welfare plans
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