Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$155K
- Life$91K
- Short-term disability$91K
- Long-term disability$91K
- +2 more
Sponsor portfolio
STEP UP SUNCOAST, INC.
EIN 59-6208766non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$1.4M premiums
Participants
451
6428 PARKLAND DRIVE - SARASOTA, FL 34243941-827-2887stepupsuncoast.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 198 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UPMC HEALTH OPTIONS83%
- HARTFORD LIFE AND ACCIDENT7%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- AFLAC5%
Broker market share
Schedule A broker compensation
89%top
- USI INSURANCE SERVICES LLC89%
- JOHN DOMEIER3%
- WILLIS TOWERS WATSON US LLC3%
- HIGGINBOTHAM INS AGENCY INC2%
- LANCE SHNIDER1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
STEP UP SUNCOAST, INC. 403(B) PLAN
403b
Assets$7.5M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEP UP SUNCOAST, INC. WELFARE BENEFITS PLAN
Fully Insured - HEALTH OPTIONS
Premiums$1.4M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | STEP UP SUNCOAST, INC. 403(B) PLAN | 403b | $7.5M | 253 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEP UP SUNCOAST, INC. WELFARE BENEFITS PLAN | Fully Insured | HEALTH OPTIONS | $1.4M | 198 | 2025 |
Retirement plans
Welfare plans