Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$414K
- Short-term disability$40K
- Other$33K
- Dental$30K
- Life$10K
- Long-term disability$7K
- +1 more
Sponsor portfolio
STEPHENS DISTRIBUTING COMPANY
EIN 59-2359783food & beveragesLatest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$528K premiums
Participants
236
5650 ANGLERS AVENUE - FORT LAUDERDALE, FL 33312954-989-4350stephensdist.comLinkedIn11-50 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $528K premiums / 106 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- ZURICH AMERICAN INSURANCE COMPANY78%
- UNITED OF OMAHA LIFE INSURANCE COMPANY21%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
79%top
- THE BALDWIN GROUP WEST LLC79%
- WATCHTOWER BENEFITS, LLC16%
- ASD INSURANCE AND FINANCIAL SERVICE3%
- BALDWIN KRYSTYN SHERMAN PARTNERS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN
401k
Assets$10.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
STEPHENS DISTRIBUTING COMPANY WELFARE BENEFITS PLAN
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$528K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN | 401k | $10.2M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STEPHENS DISTRIBUTING COMPANY WELFARE BENEFITS PLAN | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $528K | 106 | 2025 |
Retirement plans
Welfare plans