Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$451K
- Vision$30K
- Life$17K
- Short-term disability$17K
Sponsor portfolio
STEPHERSON, INCORPORATED
EIN 62-0536130food & beveragesLatest filing 2025
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$498K premiums
Participants
1,136
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $498K premiums / 556 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
74%top
- CHRIS WIRTH74%
- HIGGINBOTHAM INS AGENCY INC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEPHERSON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$28.3M
Participants580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
STEPHERSON'S, INC. BENEFIT FUND
Fully Insured - BLUERE OF TENNESSEE
Premiums$498K
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHERSON, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $28.3M | 580 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STEPHERSON'S, INC. BENEFIT FUND | Fully Insured | BLUERE OF TENNESSEE | $498K | 556 | 2025 |
Retirement plans
Welfare plans