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Sponsor portfolio

MEL STEVENSON & ASSOCIATES, INC.

EIN 43-1369879-computer software-Latest filing 2025
Plans
3
Retirement
1
$47.6M assets
Welfare
2
$921K premiums
Participants
1,843
2840 ROE LANE - KANSAS CITY, KS 66103913-384-0804LinkedIn501-1000 employeescomputer software
Plans on this EIN
3 filings
#003401k-$47.6M - 518 part#501Mixed-$791K - 691 lives#502Fully Insured-$130K - 613 lives

Benefits portfolio analytics

2 plans / $921K premiums / 1,304 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$411K
  • Dental$214K
  • Vision$214K
  • Life$144K
  • Other$23K
Total $791K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PAN-AMERICAN LIFE INSURANCE COMPANY52%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • STANDARD INSURANCE COMPANY18%
  • FIRST STOP HEALTH3%
Total $791K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • SBR SERVICES LLC56%
  • HUB INTERNATIONAL MIDWEST LIMITED44%
Total $52K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MEL STEVENSON AND ASSOCIATES, INC. 401(K) PLAN

401k

Assets$47.6M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEL STEVENSON & ASSOCIATES, INC. CAFETERIA PLAN

Mixed - PAN-AMERICAN LIFE INSURANCE COMPANY

Premiums$791K
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MEL STEVENSON & ASSOCIATES, INC. LONG-TERM DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$130K
Covered lives613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MEL STEVENSON AND ASSOCIATES, INC. 401(K) PLAN401k$47.6M5182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEL STEVENSON & ASSOCIATES, INC. CAFETERIA PLANMixedPAN-AMERICAN LIFE INSURANCE COMPANY$791K6912025
502MEL STEVENSON & ASSOCIATES, INC. LONG-TERM DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$130K6132024
Retirement plans
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