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Sponsor portfolio

STEWART BROTHERS, INC

EIN 58-0623571-real estate-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$1.4M premiums
Participants
299
2480 PLEASANTDALE ROAD - DORAVILLE, GA 30340770-447-5810buybankdeals.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$25.2M - 199 part#502Fully Insured-$1.4M - 156 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$84K
  • Short-term disability$83K
  • Long-term disability$83K
  • Dental$74K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • KAISER FOUNDATION HEALTH PLAN INC82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • STARMOUNT LIFE INSURANCE COMPANY5%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • COVENANT BENEFITS GROUP INC72%
  • UNITED PRODUCERS GROUP LLC25%
  • THE CASON GROUP INC3%
Total $113K3 slices

Plan deep-dives

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

STEWART BROS., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$25.2M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$1.4M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEWART BROS., INC. 401(K) PROFIT SHARING PLAN401k$25.2M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$1.4M1562025
Retirement plans
Welfare plans
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