PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Stonegate Senior Living, LP
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stonegate Senior Living, LP

EIN 75-2961469-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$22.5M assets
Health & Benefits
2
$1.1M premiums
Participants
5,772
1500 WATERS RIDGE DRIVE, SUITE 200 - LEWISVILLE, TX 75057972-899-4136stonegatesl.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001401(k)-$22.5M - 1,792 part#501Mixed-$1.1M - 2,248 lives#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.1M premiums / 2,248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$460K
  • Vision$460K
  • Life$184K
  • Short-term disability$182K
  • Other$154K
  • Long-term disability$115K
Total $1.1M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STONEGATE SENIOR LIVING, LP 401(K) PLAN

401(k)

Assets$22.5M
Participants1,792
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STONEGATE SENIOR LIVING LP WRAP PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,248
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STONEGATE SENIOR LIVING, LP 401(K) PLAN401(k)$22.5M1,7922025
  • STONEGATE SENIOR LIVING, LP 401(K) PLAN$22.5M
    #001 · 401(k) · 20251,792

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STONEGATE SENIOR LIVING LP WRAP PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.1M2,2482025
#502STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLANSelf-funded-$002025
  • STONEGATE SENIOR LIVING LP WRAP PLAN$1.1M
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20252,248
  • STONEGATE SENIOR LIVING EMPLOYEE BENEFIT PLAN$0
    #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica