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Sponsor portfolio

STRATEGIC TECHNOLOGY INSTITUTE, INC.

EIN 52-1449891-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$15.0M assets
Welfare
1
$3.4M premiums
Participants
1,666
6000 EXECUTIVE BOULEVARD, SUITE 205 - ROCKVILLE, MD 20852301-770-7077sti-inc.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
3 filings
#002401k-$12.2M - 916 part#001401k-$2.8M - 98 part#501Fully Insured-$3.4M - 938 lives

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 1,014 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. RETIREMENT PLAN (#002)82%
  • PROFIT SHARING PLAN (#001)18%
Total $15.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)916
  • PROFIT SHARING PLAN (#001)98
Total 1,014Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 938 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$2.9M
  • Other$454K
  • Life$420K
  • Short-term disability$264K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • HARTFORD LIFE AND ACCIDENT1%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MCGRIFF INSURANCE SERVICES INC76%
  • MARSH & MCLENNAN AGENCY LLC14%
  • ACRISURE LLC6%
  • POTOMAC INSURANCE INC4%
Total $206K4 slices

Plan deep-dives

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

STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN

401k

Assets$12.2M
Participants916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STRATEGIC TECHNOLOGY INSTITUTE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRATEGIC TECHNOLOGY INSTITUTE WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE

Premiums$3.4M
Covered lives938
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STRATEGIC TECHNOLOGY INSTITUTE, INC. RETIREMENT PLAN401k$12.2M9162024
001STRATEGIC TECHNOLOGY INSTITUTE, INC. 401(K) PROFIT SHARING PLAN401k$2.8M982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRATEGIC TECHNOLOGY INSTITUTE WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE$3.4M9382025
Retirement plans
Welfare plans
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