Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$55K
- Long-term disability$55K
- Other$55K
Sponsor portfolio
J. C. STEELE AND SONS, INC.
EIN 56-0495324Latest filing 2025
Plans
2
Retirement
1
$27.6M assets
Welfare
1
$55K premiums
Participants
271
PO BOX 1834 - STATESVILLE, NC 28687704-872-3681
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $55K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
60%top
- DIGITAL INSURANCE LLC60%
- ENROLLEASE20%
- KISTLER TIFFANY BENEFITS20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
J.C. STEELE & SONS,INC PROFIT SHARING AND RETIREMENT SAVINGS PLAN
401k
Assets$27.6M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#602
J. C. STEELE AND SONS, INC. WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$55K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J.C. STEELE & SONS,INC PROFIT SHARING AND RETIREMENT SAVINGS PLAN | 401k | $27.6M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 602 | J. C. STEELE AND SONS, INC. WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $55K | 126 | 2025 |
Retirement plans
Welfare plans