Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPPING STONE SCHOOL FOR EXCEPTIONAL CHILDREN, INC. PSP | 401k | $1.7M | 32 | 2025 | |
| 003 | STEPPING STONE SCHOOL FOR EXCEPTIONAL CHILDREN, INC. 401(K) PLAN | 401k | $655K | 94 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | STEPPING STONE SCHOOL FOR EXCEPTIONAL CHILDREN,INC EMPLOYEE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $670K | 169 | 2025 |