Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Vision$2.1M
- Dental$76K
- Other$29K
- Short-term disability$24K
- Life$23K
- +1 more
Sponsor portfolio
STEPHENSON WHOLESALE CO.
EIN 73-0968950wholesaleLatest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$2.3M premiums
Participants
348
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- DELTA DENTAL OF CALIFORNIA3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- WORKERS ASSISTANCE PROGRAM, INC.0%
Broker market share
Schedule A broker compensation
86%top
- MCGRIFF INSURANCE SERVICES INC86%
- ASCENSUS HOLDINGS INC8%
- MARSH & MCLENNAN AGENCY LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDIAN NATION WHOLESALE EMPLOYEE 401(K) PLAN
401k
Assets$7.4M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STEPHENSON WHOLESALE COMPANY, INC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDIAN NATION WHOLESALE EMPLOYEE 401(K) PLAN | 401k | $7.4M | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STEPHENSON WHOLESALE COMPANY, INC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 305 | 2025 |
Retirement plans
Welfare plans