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Sponsor portfolio

STRATEGIES TO EMPOWER PEOPLE, INC.

EIN 68-0361600-government administration-Latest filing 2025
Plans
3
Retirement
2
$10.4M assets
Welfare
1
$2.3M premiums
Participants
1,147
2330 GLENDALE LANE - SACRAMENTO, CA 95825916-679-1555stepagency.comLinkedIn501-1000 employeesgovernment administration
Plans on this EIN
3 filings
#001401k-$8.6M - 176 part#003ESOP-$1.8M - 471 part#501Fully Insured-$2.3M - 816 lives

Retirement portfolio analytics

2 plans aggregated / $10.4M assets / 647 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PROFIT SHARING PLAN (#001)83%
  • EMPLOYEE STOCK OWNERSHIP (#003)17%
Total $10.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)471
  • PROFIT SHARING PLAN (#001)176
Total 647Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 816 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$1.5M
  • Vision$223K
  • Dental$182K
  • Other$93K
  • Life$33K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • SUTTER HEALTH PLAN35%
  • WESTERN HEALTH ADVANTAGE31%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • AMERITAS LIFE INSURANCE CORP.7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +2 more
Total $2.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • M & O AGENCIES INC67%
  • THE MAHONEY GROUP33%
Total $141K2 slices

Plan deep-dives

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

THE STEP PROGRAM, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.6M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.8M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRATEGIES TO EMPOWER PEOPLE, INC. HEALTH AND WELFARE PLAN

Fully Insured - SUTTER HEALTH PLAN

Premiums$2.3M
Covered lives816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE STEP PROGRAM, INC. 401(K) PROFIT SHARING PLAN401k$8.6M1762024
003STRATEGIES TO EMPOWER PEOPLE EMPLOYEE STOCK OWNERSHIP PLANESOP$1.8M4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRATEGIES TO EMPOWER PEOPLE, INC. HEALTH AND WELFARE PLANFully InsuredSUTTER HEALTH PLAN$2.3M8162025
Retirement plans
Welfare plans
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