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  2. RARESTEP, INC
Sponsor portfolio

RARESTEP, INC

EIN 45-2338164-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$3.0M premiums
Participants
750
1900 2ND AVE N STE 300 - BIRMINGHAM, AL 35203800-975-5304
Plans on this EIN
2 filings
#002401k-$13.8M - 343 part#501Fully Insured-$3.0M - 762 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 762 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$436K
  • Vision$436K
  • Life$436K
  • Long-term disability$436K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENNIE INSURANCE, LLC100%
Total $50K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FLEETIO 401(K) PLAN

401k

Assets$13.8M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RARESTEP, INC. DBA FLEETIO HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.0M
Covered lives762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FLEETIO 401(K) PLAN401k$13.8M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RARESTEP, INC. DBA FLEETIO HEALTH AND WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.0M7622025
Retirement plans
Welfare plans
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