Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$58K
- Stop-loss$58K
Sponsor portfolio
MARCHMAN-STEELE AGENCY, INC.
EIN 58-1557490insuranceLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$58K premiums
Participants
20
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $58K premiums / 8 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- RSC INSURANCE BROKERAGE INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARCHMAN-STEELE AGENCY, INC. RETIREMENT PLAN
401k
Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARCHMAN STEELE AGENCY, INC. EMPLOYEE BENEFIT PLAN
Self Funded - ALL SAVERS INSURANCE COMPANY
Premiums$58K
Covered lives8
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARCHMAN-STEELE AGENCY, INC. RETIREMENT PLAN | 401k | $2.1M | 12 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARCHMAN STEELE AGENCY, INC. EMPLOYEE BENEFIT PLAN | Self Funded | ALL SAVERS INSURANCE COMPANY | $58K | 8 | 2024 |
Retirement plans
Welfare plans