PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STOCKBRIDGE CAPITAL GROUP, LLC
Sponsor portfolio

STOCKBRIDGE CAPITAL GROUP, LLC

EIN 42-1558275-Latest filing 2025
Plans
2
Retirement
1
$56.8M assets
Welfare
1
$462K premiums
Participants
417
4 EMBARCADERO CENTER, STE 3300 - SAN FRANCISCO, CA 941114184415-658-3300
Plans on this EIN
2 filings
#001401k-$56.8M - 205 part#501Mixed-$462K - 211 lives

Benefits portfolio analytics

1 plan / $462K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$229K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Other$210K
  • Vision$23K
Total $462K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA45%
  • VISION SERVICE PLAN5%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $462K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $63K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN

401k

Assets$56.8M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STOCKBRIDGE CAPITAL GROUP, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$462K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STOCKBRIDGE EMPLOYEE SAVINGS & INVESTMENT PLAN401k$56.8M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STOCKBRIDGE CAPITAL GROUP, LLC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$462K2112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica