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Sponsor portfolio

STEP UP FOR STUDENTS

EIN 59-3649371-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$739K premiums
Participants
952
4655 SALISBURY ROAD, SUITE 400 - JACKSONVILLE, FL 32256904-352-2248stepupforstudents.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$20.9M - 488 part#502Mixed-$739K - 1,053 lives

Benefits portfolio analytics

1 plan / $739K premiums / 1,053 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$380K
  • Life$359K
  • Short-term disability$359K
  • Long-term disability$359K
  • Dental$317K
  • Vision$41K
Total $739K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • HARTFORD LIFE AND ACCIDENT49%
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • HUMANA INSURANCE COMPANY6%
Total $739K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HYLANT GROUP INC100%
Total $97K1 slice

Plan deep-dives

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

STEP UP FOR STUDENTS 401(K) PLAN

401k

Assets$20.9M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STEP UP FOR STUDENTS HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$739K
Covered lives1,053
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEP UP FOR STUDENTS 401(K) PLAN401k$20.9M4882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STEP UP FOR STUDENTS HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$739K1,0532025
Retirement plans
Welfare plans
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