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Sponsor portfolioTH

STEVES & SONS INC.

EIN 74-1320441-building materials-Latest filing 2024
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$115K premiums
Participants
2,231
PO BOX 1866 - SAN ANTONIO, TX 782971866210-924-5111stevesdoors.comLinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$14.0M - 1,763 part#501Fully Insured-$115K - 531 lives

Benefits portfolio analytics

1 plan / $115K premiums / 531 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$78K
  • Other$37K
  • Dental$31K
  • Vision$31K
  • Life$31K
  • Short-term disability$31K
Total $115K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.5%
Total $115K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • CATTO & CATTO BENEFITS GROUP LLP85%
  • HUB INTERNATIONAL MIDWEST LIMITED15%
Total $35K2 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

STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN

401k

Assets$14.0M
Participants1,763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE STEVES & SONS FLEXIBLE BENEFIT CAFETERIA PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$115K
Covered lives531
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN401k$14.0M1,7632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE STEVES & SONS FLEXIBLE BENEFIT CAFETERIA PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$115K5312024
Retirement plans
Welfare plans
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