Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$110.1M
- Other$19.4M
- Life$16.4M
- Short-term disability$16.3M
- Dental$16.2M
- Vision$16.2M
- +1 more
Sponsor portfolio
NEXTEP INC.
EIN 73-1543198Latest filing 2025
Plans
2
Retirement
1
$566.4M assets
Welfare
1
$129.7M premiums
Participants
42,260
1800 N INTERSTATE DR - NORMAN, OK 730722993405-292-1428
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $129.7M premiums / 25,537 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- AETNA LIFE INSURANCE COMPANY85%
- METROPOLITAN LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
100%top
- NEXTEP BENEFITS SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
NEXTEP 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$566.4M
Participants21,230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXTEP INC. EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$129.7M
Covered lives25,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | NEXTEP 401(K) RETIREMENT SAVINGS PLAN | 401k | $566.4M | 21,230 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXTEP INC. EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $129.7M | 25,537 | 2025 |
Retirement plans
Welfare plans