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Sponsor portfolioTH

FIRST STEP, INC.

EIN 71-0307372-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$457K premiums
Participants
1,203
407 CARSON STREET - HOT SPRINGS, AR 71914501-620-5588
Plans on this EIN
2 filings
#001401k-$16.3M - 688 part#501Mixed-$457K - 546 lives

Benefits portfolio analytics

1 plan / $457K premiums / 546 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$271K
  • Other$271K
  • Life$180K
  • Long-term disability$180K
  • Dental$147K
  • Vision$39K
Total $457K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • DELTA DENTAL OF CALIFORNIA41%
  • AMERICAN UNITED LIFE INSURANCE COMPANY39%
  • SUN LIFE ASSURANCE COMPANY OF CANADA20%
Total $457K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • GROUP HEALTH CAPTIVES INC54%
  • GROUP HEALTH CAPTIVE INC46%
Total $40K2 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

FIRST STEP 401(K) RETIREMENT SAVINGS PLAN & TRUST

401k

Assets$16.3M
Participants688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST STEP, INC. EMPLOYEE BENEFITS PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$457K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STEP 401(K) RETIREMENT SAVINGS PLAN & TRUST401k$16.3M6882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST STEP, INC. EMPLOYEE BENEFITS PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$457K5462025
Retirement plans
Welfare plans
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